Strategic Tax & Wealth Management for a Prosperous Future
Veridian Wealth Partners delivers expert, integrated financial guidance to navigate complex tax landscapes and grow your wealth.
Book a ConsultationComprehensive Advisory Services
We offer a full spectrum of tailored financial and tax solutions, designed to secure and enhance your prosperity, whether you're an individual or a burgeoning enterprise.
Personal Tax Planning
Navigate income, capital gains, and self-assessment with tailored strategies to maximise your financial efficiency.
Corporate Tax Advisory
Optimize your company's tax position, ensure compliance, and leverage reliefs to support business growth.
VAT Consultation
Expert guidance on VAT registration, compliance, and complex transactions, both domestically and internationally.
Inheritance Tax Advice
Proactive estate planning to protect your assets and ensure a smooth transfer of wealth to the next generation.
International Tax Strategy
Specialist advice for expatriates, non-domiciles, and businesses operating across borders.
R&D Tax Credits
Helping innovative companies claim valuable R&D tax relief to fuel further investment and growth.
Tax Compliance & Filing
Meticulous and timely filing services to ensure you meet all HMRC requirements with confidence.
Financial Planning Integration
Our unique approach connects tax advisory with holistic wealth management for a unified financial strategy.
Our Client-Centric Approach
At Veridian Wealth Partners, we believe clarity and collaboration are key. Our structured process ensures your financial journey is transparent, strategic, and ultimately successful.
1. Discovery & Assessment
We begin with a thorough consultation to understand your unique financial situation, challenges, and long-term objectives. This initial deep dive allows us to truly grasp your needs.
2. Strategy & Planning
Our experts then develop a bespoke tax and wealth strategy, identifying key opportunities for efficiency, risk mitigation, and sustainable growth, tailored precisely to your profile.
3. Implementation & Review
We assist with the seamless implementation of your plan, providing ongoing support and conducting regular reviews to adapt to changing market conditions and your evolving circumstances.
Meet Our Experts
Our team comprises highly accredited professionals with deep expertise across various facets of tax and wealth management, dedicated to your success.
Eleanor Vance
Managing Partner, Corporate Tax
With over 20 years of experience honed at 'Big Four' firms, Eleanor specializes in corporate restructuring, international tax law, and complex M&A advisory, ensuring businesses navigate intricate regulations with clarity and confidence.
David Chen
Head of Private Client Services
David is a highly respected Chartered Tax Adviser dedicated to high-net-worth individuals, excelling in sophisticated inheritance tax strategies and comprehensive estate planning to preserve generational wealth.
Sophia Rodriguez
Director, R&D and Innovation
Sophia leads our dynamic R&D tax credit division, passionately helping technology and manufacturing firms navigate the landscape of government incentives, unlocking crucial funds for their innovation and expansion.
Client Success Stories
Discover how Veridian Wealth Partners has delivered significant value and peace of mind to our diverse clientele through strategic and meticulous financial advisory.
Featured Success: Empowering a Tech Scale-Up
Client: Innovative Software Solutions Ltd.
The Challenge: A rapidly growing software development firm was expanding operations but was entirely unaware of its eligibility for substantial R&D tax credits on its groundbreaking product development.
Our Solution: We initiated a meticulous forensic review of their software development lifecycle, identifying all qualifying R&D activities. Our team then crafted a robust claim and managed the entire process, liaising directly with HMRC.
The Result: Empowered the client to secure over £150,000 in immediate tax relief, directly enabling them to hire three new senior software engineers and accelerate their next product launch phase.
Global Mobility Tax Streamlined
Client: Senior Expatriate Executive
The Challenge: An executive, frequently moving between London and New York, struggled to reconcile complex UK residency rules with parallel US tax obligations, fearing accidental double taxation.
Our Solution: We devised a comprehensive international tax strategy, leveraging existing double taxation treaties and planning for optimal asset structuring across jurisdictions.
The Result: Achieved tax efficiency savings of 25% on overseas investment income and provided complete peace of mind through bespoke compliance management.
Smooth Family Business Succession
Client: Long-Established Family Manufacturing Business
The Challenge: The owners of a successful, multi-generational manufacturing company sought to transition leadership and ownership to the next generation while mitigating substantial inheritance tax liabilities.
Our Solution: We structured a sophisticated family investment company and strategically utilized business property relief exemptions to reduce the taxable value of assets transferring to heirs.
The Result: Successfully ensured a tax-efficient transfer of the business, protecting the family's legacy and securing continuity for future generations with minimal tax impact.
What Our Clients Say
"Veridian Wealth Partners transformed our corporate tax strategy. Their meticulous approach not only ensured full compliance but also identified significant savings we never knew existed. Truly an invaluable partner."
- Mr. Alistair Finch, CEO of Quantum Dynamics Ltd.
"As an architect with multiple income streams, my tax affairs were a headache. David Chen's guidance has been exceptional; he simplified everything and helped me plan effectively for the future. Highly recommend!"
- Ms. Anya Sharma, Freelance Architect
"Their expertise in R&D tax credits was a game-changer for our start-up. Sophia and her team were incredibly thorough and supportive, enabling us to reinvest crucial funds back into our core innovation. Outstanding service."
- Dr. Ben Carter, CTO of BioTech Innovations
"Inheritance tax planning felt daunting, but Veridian Wealth Partners made the process clear and manageable. They offered thoughtful, pragmatic advice that has given my family immense peace of mind."
- Mrs. Clara Dubois, Private Client
"Moving to the UK presented numerous tax complexities. Veridian's international tax team provided flawless counsel, ensuring I remained compliant while optimizing my financial position during the transition."
- Mr. Takeshi Sato, International Relocatee
Start Your Financial Journey
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Let's discuss how we can help you achieve your financial goals. Fill out the form or contact us directly.
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2847 Bishopsgate, Floor 7, London, EC2M 7AD, UK
