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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

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