Tax Advisory
Private Advisory
Ownership vehicle.
Choosing between personal, corporate and trust ownership for each property.
What it is
How it is held.
How a property is owned — personally, through a company, or within a trust or foundation — shapes the tax it attracts at every stage: on purchase, while held, on disposal and on death. The right vehicle for one property and one owner is rarely the right vehicle for another, and the choice is far easier made before purchase than changed afterwards.
We weigh the options against your residence, your domicile and your intentions for the property, and recommend the structure that holds up across the whole life of the asset rather than only at the point of buying.
How we advise
Personal ownership
Where direct ownership is simplest and most efficient.
Corporate ownership
Where a company serves, and where it carries its own charges.
Trust and foundation holding
Where holding within a structure adds protection or succession value.
A whole-life view
Weighing purchase, holding, disposal and death together.
Important information
The basis on which we advise.
This page is general in nature and does not constitute tax, legal or financial advice. Advice is given only under a formal engagement, on the basis of your specific circumstances.
ORA Black advises on the design, selection and coordination of structures; it does not act as trustee, foundation council member or administrator, and does not hold client assets. Fiduciary, formation and administration services are provided by appropriately licensed and regulated providers. Where regulated financial services are required, these are provided through ORA Black’s partnership with NEBA Private Clients.
Discuss your position in confidence.
Speak with a partner