Titan Wealth today announces the acquisition of LTS Tax Limited, the leading tax advisory firm in the Channel Islands, further strengthening Titan Wealth’s international wealth management proposition and enhancing its ability to support with increasingly complex cross-border financial affairs. The acquisition is subject to regulatory approval.
The announcement builds on Titan Wealth's recently announced acquisition of Progeny International, subject to regulatory approval, further expanding the Group's ability to deliver integrated wealth management services across key international wealth centres amid growing demand for integrated cross-border advice. Progeny is present in Singapore, Hong Kong, Belgium, and Dubai International Financial Centre (DIFC) and offers tax-led financial advice to internationally mobile individuals, entrepreneurs and multi-generational families. Together, the two acquisitions significantly enhance Titan Wealth's offering by combining international financial planning with specialist UK and offshore tax expertise, investment management, platform and custody capabilities for the benefit of clients and advisers.
LTS provides a comprehensive range of UK, Jersey and Guernsey tax advisory and compliance services, including personal and corporate taxation, trust taxation, Inheritance Tax planning, wealth structuring, double tax treaty and residence guidance, accounting, global mobility taxation, and UK real estate structuring. The business predominantly serves high-net-worth clients, trustees and corporates, often based internationally, with a requirement for UK, Guernsey and Jersey tax advice and compliance services. The LTS team includes 14 qualified UK Chartered Tax Advisers and 7 qualified accountants across its offices in the Channel Islands.
The acquisition strengthens Titan Wealth's international presence, including the Channel Islands which is an established international finance centre, and further enhances its ability to provide coordinated advice for clients with complex international tax, trust, succession, and wealth structuring requirements. It also responds to growing demand for integrated cross-border advice, driven by increasing regulatory complexity, international mobility, and the continued global movement of high-net-worth individuals and families.
Andrew Fearon, Joint Group CEO and Head of M&A at Titan Wealth, said:
"The acquisition of LTS is another important step as we continue to add market leading capabilities to our wealth management offering. LTS’s solutions perfectly complement our existing strengths and will further differentiate our offering by combining specialist UK and offshore tax advice with financial planning, investment management and platform capabilities for the benefit of clients. We’re incredibly pleased to welcome the LTS team to Titan Wealth.”
Paul O’Neill, Managing Director of LTS Tax, said:
"Joining Titan Wealth marks an exciting new chapter for LTS, creating opportunities for both our clients and our people. By combining our specialist tax expertise with Titan Wealth's integrated wealth management platform and growing international presence, clients will benefit from access to a broader range of services while continuing to receive the high-quality, personalised advice they value."
The Progeny International and LTS Tax Limited acquisitions are subject to regulatory approval.
