Wealth Preservation
You've worked hard for your wealth. We'll help you keep as much of it as possible.
Types of Wealth Preservation Strategies
There are only two certainties in life: death and taxes. Sloppy planning leads to higher taxation and leakage of your wealth. We will help you minimize tax in a legal manner, and ensure your wishes are adhered to after you pass away.
Tax Planning
There is no need to pay more taxes than you need to. As an expat, you are likely in a more complicated tax situation than the average person. We will help you gain clarity about your tax situation and optimize your planning to be more efficient.
Will Writing
Everyone needs a will. If you have children then this is even more important. A will not only determines where your money goes after death, but also who takes care of your children, what happens to your body, and more. We will help you sort your will to give you peace of mind and avoid unnecessary conflict after your death.
Trusts
Trusts can be used to optimize tax planning, privacy, and much more. We work with highly regarded professionals to help advise our clients on the use of trusts in their financial planning to better protect their wealth and privacy.
Inheretence Tax Planning
Leave a legacy to your loved ones, not the State. Inheritance tax is a controversial issue and one that many expats are exposed to (often without realising it). We will ensure your wealth passes to your chosen beneficiaries in an optimized manner.
As a former UK chancellor said: "Inheritance Tax is a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue."
Retirement Income Planning
You want to know you will be okay in retirement and never run out of money. But you also don't want to be the richest corpse in the graveyard. It's important that you live your retirement on your terms, without nasty surprises or deep regrets later down the line.
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We will help ensure you have a secure income, while also planning how you can do the things you've dreamed of doing in your golden years - and not run out of money along the way!