Over the last few years we have developed significant expertise in assisting High Net Worth Individuals with their financial requirements. If you have been managing your finances yourself or using a bank adviser, you may find considerable benefit in utilising our specialist services. We see the specific financial needs of High Net Worth Individuals as including:
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The identification, development and implementation of strategies to meet personal financial goals. |
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Cash flow planning to meet current needs. |
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Strategic income tax planning to minimise or defer taxation liabilities. |
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Creation of a retirement planning strategy, ensuring that sufficient after tax income is created to maintain your chosen lifestyle in retirement. |
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A truly bespoke investment proposition utilising the best onshore and offshore providers. |
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The receipt of competent investment advice including a range of capital protected and specialist investments suitable for high net worth investors. |
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Asset Succession & Estate Planning, ensuring Wills are updated, the minimization of Capital Gains Tax payable upon death, and meeting the objectives of efficient distribution of your Estate. |
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Maintenance of appropriate annual tax return supporting documentation. |
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The evaluation of the adequacy of your insurance arrangements including multi-country cover. |
