Wealth transfer
Cascading wealth down the generations
Keeping pace with costs and standards of living is becoming increasingly hard for current and future generations; there has never been a better time to help children and younger beneficiaries.
Managing your estate is a specialist task, particularly across borders with different jurisdictions and rules.
When estate planning we look at three important factors:
- whether you have enough funds to share;
- tax liabilities and planning, and;
- the administration of your estate in adherence to your wishes.
We offer an expert Succession Planning Service, including:
- Estate Planning Health Check
- Specialist cross border Inheritance Tax Planning
- Complete knowledge of domiciled or residency issues
- Financial administration of bank accounts, assets and investments across multiple countries
- Establishing the legal framework
- Will writing, Lasting Power Of Attorney, and ‘Living Wills’
- Establishment of Trusts
- Gifting
Our relationship encompasses:
- Your own personal Adviser
- Assessment of your current circumstances
- Assessment of the tax efficiency of your current arrangements
- Investment recommendations based on your needs
- Implementation, financial administration, and management
- Regular monitoring and re-balancing within your risk profile
- Protection planning
- Annual planning meetings to review progress and plan for the future
- Cross-border expertise
For more information on our services please use the contact form in the blue bar.