Company
Position
Director
Index
Insurance Advisers
Business & Entrepreneurship
Wealth & Investing
Location
London
Advice type
Estate planning
Insurance
Tax planning
Sector Focus
Financial Services
Insurance
Risk management
Customer type
Adviser
Richard Taylor-Whiteway
Spear’s Review
Richard Taylor-Whiteway leads Brockwell Capital’s tax practice, working extensively in the M&A space and with institutional investors.
The insurance product that he provides gives indemnity for tax risk – for example, if a HNW is buying a property with an offshore property company, their HMRC treatment may be uncertain. Brockwell provides ‘catastrophe cover’ to mitigate the risk of paying extra tax.
Estate planning is another feature of Taylor-Whiteway’s role. He will help clients who have acquired wealth over time to pass that wealth onto their children in a tax-efficient way.
Rank: Recommended

Recommended 2024, Insurance Advisers