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Position

Director

Index

Insurance Advisers

Location

London

Advice type

Estate planning

Insurance

M&A

Tax planning

Client type

Billionaires

International UHNWs

International non-doms

Investors

UHNW

Sector Focus

Insurance

Risk management

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, providing insurance in the context of private capital to UHNWs, business leaders and investment managers.

The insurance product he offers provides indemnity against tax risks. For instance, when a high-net-worth individual purchases property through an offshore company, HMRC’s future tax treatment may be unclear; Brockwell provides insurance cover against the potential tax charge.

Another key aspect of Taylor-Whiteway’s work is estate planning. He assists clients who have built up wealth over time in passing it on to their children in a tax-efficient manner.

Rank: Recommended

Recommended 2025, Insurance Advisers

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