Financial services professionals

Tailored Tax Solutions for Financial Services Professionals

Customized Tax Solutions for Professionals in Financial Services

At Moore, our Financial Services practice has garnered accolades for its excellence. With this recognition comes a profound understanding of the unique tax challenges faced by financial services professionals concerning their personal tax affairs and business structures.

Financial services professionals encounter a myriad of challenges akin to high net worth individuals in other sectors, compounded by regulatory complexities and intricate international business structures.

We offer personalized advice to individuals in various sectors, including:

• Private equity, including those with carried interests. 

• Hedge fund managers.

• Bankers, corporate financiers, and investment bankers.

• Asset managers.

Recognizing the diverse needs within each sector, our specialist teams ensure that the advice provided is tailored and pertinent to each individual’s circumstances.

Furthermore, we collaborate closely with our Financial Services team to ensure that new structures are not only operationally sound but also tax-efficient from both business and personal perspectives. We proactively establish tax-efficient holding vehicles to safeguard individuals’ interests in the entities they manage from an early stage.