Preserve Up to 95% of Your Assets

Wealth Structuring and Preservation Services

You’ve built your wealth, now let’s ensure it lasts. Without the right structure, as much as 40% of your assets could be lost to tax inefficiencies, liabilities, and poor planning. Sigma Chartered Accountants design intelligent wealth structures that protect, grow, and preserve your assets for you and generations to come.

When Growth Turns into Exposure: The Hidden Risks Behind Unstructured Wealth

Success brings complexity, and without the right structure, that complexity becomes costly. Many high-net-worth individuals and business owners unknowingly lose a significant share of their wealth every year through inefficiency, exposure, and poor financial planning.

Each of these problems chips away at what you’ve built and left unchecked, and can erode up to 40% of your lifetime wealth, turning financial success into long-term vulnerability.

Business Accounting & Taxation

How Sigma Secure and Strengthen Your Wealth

Through bespoke, tax-efficient wealth structuring and tailored advisory, we turn financial complexity into lasting security. Our expert wealth preservation strategies in the UK help you protect, grow, and pass on your assets with confidence.

Personalised plans built around your goals and legacy

Tax-smart frameworks that reduce liabilities

Protective structures to shield against risk

Seamless succession and cross-border planning

With Sigma Chartered Accountants & Tax Advisors, your wealth doesn’t just stay safe; it grows stronger, smarter, and ready for the next generation.

How Do We Strategically Structure and Protect Your Wealth?

At Sigma Chartered Accountants & Tax Advisors, we take a proactive, precision-led approach to managing and preserving wealth. Every structure we design is grounded in clarity, compliance, and long-term strategy, because protecting wealth isn’t about reacting; it’s about planning with foresight.

We begin by analysing your complete financial landscape, assets, liabilities, tax exposure, and goals, to uncover gaps and hidden risks others often overlook.
Every client receives a bespoke plan, not a template. We engineer structures that reflect your business interests, lifestyle, and succession goals with measurable tax efficiency.
We align your wealth structure with intelligent tax strategies to minimise outflow and enhance asset performance, keeping every pound working for your future.
From trusts to corporate vehicles, we implement robust protection measures that safeguard your wealth from legal, financial, and familial vulnerabilities.
Our experts actively manage your structure, ensuring it remains aligned with UK regulations, evolving tax laws, and your changing financial position.
We create seamless plans for transferring wealth, ensuring your legacy remains intact, your heirs protected, and your assets preserved across generations.

Ready to Take Control of Your Wealth?

Protect what you’ve earned and make it work smarter for your future.
Don’t Just Use QuickBooks - Master It

Estate and Succession Planning: Turn Your Wealth into a Living Legacy

You’ve built something remarkable, a life’s work that deserves to last beyond you. But without a clear plan, wealth can fade faster than it was earned. Taxes, disputes, and confusion can quietly unravel decades of hard work. That’s where we step in.
With Sigma Chartered Accountants & Tax Advisors, you don’t just get an estate plan; you gain the confidence that everything you’ve built will stay protected, respected, and directed exactly where you want it to go. Our approach ensures your loved ones inherit security, not stress; clarity, not conflict.

Here’s what you gain when you plan with Sigma:

Complete control over your legacy

Decide exactly how your wealth is passed on, and ensure it happens on your terms, not the taxman’s.

Peace of mind for your family

Replace uncertainty with structure, so your loved ones are protected from financial and legal complications.

A lasting, tax-efficient estate

Keep more of your wealth where it belongs, in your family, through intelligent, compliant tax planning.

Smooth transition of business assets

Ensure your business thrives in capable hands while protecting its value and continuity.

Why Discerning Clients Choose Sigma

Because wealth deserves more than management, it deserves mastery. At Sigma Chartered Accountants, we don’t offer off-the-shelf advice; we craft intelligent financial architectures built for longevity, discretion, and control. 

Our difference lies in precision; every strategy is personally designed, tax-efficient, and future-proofed, ensuring your wealth grows, protects, and passes on exactly as you intend. 

With Sigma, you gain more than expertise; you gain a trusted partner who treats your financial legacy with the same care you built it with.

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