Modern, partner-led tax advice for families, founders and cross-border investors.
Takes you to Private Families Wealth Planning
We reply the same working day. Your first call is with Omar Aswat CTA.
- 300+ clients advised
- £100m+ estimated inheritance tax saved for clients
- 100% of HMRC clearances obtained (50+ applications)
- 100+ holding companies set up
- £250m+ of businesses restructured
- 50+ Family Investment Companies set up
- 15+ years' experience
- 5.0 rated on Google
- We reply the same working day.
Fifteen years of results, in figures.
- 300+clients advised
- £100m+estimated inheritance tax saved for clients
- 100%of HMRC clearances obtained (50+ applications)
- 100+holding companies set up
- £250m+of businesses restructured
- 50+Family Investment Companies set up
- 15+years' experience
- 5.0rated on Google
Small by design. Sharp by habit.
Boutique, partner-led tax structuring for families, founders and cross-border investors.
- i.
Responsive and agile
We reply the same working day, and we move at the pace your deal or family decision needs.
- ii.
Personal
You work directly with a Chartered Tax Adviser, never passed between departments.
- iii.
Commercially minded
Advice shaped around the outcome you want, not an off-the-shelf answer.
- iv.
Modern and creative
Forward-thinking structuring, explained clearly, with tools you can use yourself.
Run the numbers before you call.
Three calculators we built for clients. See a first result straight away, then open the full calculator for the step-by-step breakdown.
Inheritance Tax Calculator
What would your estate pay today?
Estimated inheritance tax bill
£200,000
About 13% of the estate. Your family keeps about £1,300,000.
Want the full picture? The full Inheritance Tax Calculator asks a few more questions and shows the step-by-step working, the assumptions and where planning could help.
Open the full calculatorIllustrative only, using the £325,000 nil-rate band and up to £175,000 residence nil-rate band per person. Not advice.
Five deep dives, one firm.
Some subjects deserve a whole site of their own. These are our specialist practices.
- 01Family Investment CompaniesSetting up, funding and running a Family Investment Company.familyinvestmentcompany.uk
- 02Holding companiesHolding companies, share exchanges and HMRC clearance.holding-company.co.uk
- 03DemergersCapital reduction and other demergers.demergertax.co.uk
- 04Transaction taxBuying, selling, MBOs and Employee Ownership Trusts.transactiontaxpartners.co.uk
- 05Property taxPortfolio incorporation, SDLT and CGT on property.propertytaxadvisory.co.uk
Fast replies. Personal service.
I’ve worked with ASWATAX both personally and in a professional capacity with my own clients, and I can’t recommend them highly enough. They consistently provide excellent, tailored advice that’s both technically strong and easy to understand. What really stands out is their ability to combine professionalism with a…
Worked with Aswatax on a group restructure for my property business, including setting up a holding company and aligning everything properly from a tax perspective. They were excellent throughout. The advice was clear,…
I first spoke to Omar over a year ago where we spoke about a Group structure and its benefits. Omar answered my questions, was patient and wasn’t pushy. I knew he was at the end of the phone when and if I received to go…
ASWATAX have provided great support in preparing our group of companies to be in the best structure to support growth and be as tax efficient as possible. We hope our partnership continues into the future.
Read before you decide.
148 articles on inheritance tax, companies, property and international tax, written by Omar.
Latest
Most read
07 · Free guide
The Inheritance Tax Planning Guide
Gifts, trusts, reliefs and Family Investment Companies, explained in plain English by a Chartered Tax Adviser.
08 · Your move
