LIST OF SERVICES - WEALTH MANAGEMENT

Building Capital

We offer a wide range of tax efficient savings and investment programmes designed to build up capital over the short, medium and longer term. Available as fixed term or open-ended, with monthly, quarterly and annual options. Our advice and guidance services also provide regular reviews on investment tactics, strategies and asset mix positioning to ensure effective growth and accumulation over time.

Capital Investment

Accounts may be fixed-term or open-ended; access a mix of stock, bonds and property asset classes; can offer protected or guaranteed returns; with self-select, delegated or discretionary management facilities. Investments usually aim for income or growth, depending on our clients’ risk profile, needs and objectives. Our services also extend to include the sourcing of multi-currency fixed deposits effective cash-management.

Wealth Management

Comprehensive advice, guidance and representation on asset realignment for tax mitigation and succession planning. The formation of trust platforms and Master-Trusts provide clients unique, effective and beneficial jurisdictional treatment for non-tangible and tangible assets located almost anywhere in the world. Significantly, we are able to provide our clients with an International Will that is able to avoid probate in most jurisdictions across the world.

International Property

We assist many clients in adding investment property to their asset portfolio from a well researched range of investment properties and property funds across South-East Asia, USA, UK, Europe and Australasia.  Our advice and guidance extends to sourcing property managers and off-shore multi-currency mortgages; and where prudent, the formation of portfolio trusts and structures to manage and administrate this asset class.

Protective Solutions

A comprehensive range of assurance and insurance protection products to meet all your personal, occupational and family protection needs. Our range of assurance products provide life, savings, income, and living protection programmes using term, whole life, unit-linked, and with-profit policy structures. Our range of personal and group insurance products include health and medical cover, travel insurance, accident and disability cover, and income replacement cover.

Education Fees Planning

Generally utilising a mix of offshore capital and savings platforms; this can involve short-term planning solutions to meet immediate education needs; or the adoption of medium-term programmes designed to accumulate sufficient capital resources to meet college or university fees from investment income rather than capital holdings. For added peace of mind, we have a range of Education Trusts that maintain ‘parental’ control over the fund while minimising the potential impacts from probate and tax duties.

Retirement Planning

A range of offshore retirement programmes designed to assist clients with early retirement or augmenting and maximising their existing retirement provisions, each providing the facility for income draw-down whilst their fund remains invested. With additional facilities available such as non-conventional asset inclusion, credit and loan facilities, self-management, and pension trust platforms; offshore retirement programmes can be uniquely flexible and effective. Programmes can be annuity, endowment, unit-linked and discretionary. Advice and guidance is also provided for Group and Institutional Retirement Schemes.

Corporate Solutions

We can provide companies with a wide range of solutions including on/off-shore registration and structuring; corporate governance; strategic cash and FX management; cross-border profit management; accounting services: pre-audit tax reduction planning; payroll; and corporate project financing.

Offshore Banking

Providing clients with suitable advice and guidance for maximising their cash reserves, currency flexibility, convenience and accessibility. We can cater for call and fixed term deposits, multi-currency chequeing and deposit accounts, and private banking facilities.

Interested? Need to discuss?

We are looking forward to hearing from you