We offer a range of tailored consulting services designed to connect clients with the financial expertise they need to manage their wealth and plan for the future. Our role includes facilitating access to specialists in areas such as wealth management, trust and succession planning, and cross-border advisory. We focus on ensuring clients receive comprehensive support throughout their financial journey by matching them with the right professionals for their unique needs.
- Wealth Management
- Succession Planning
- Trust Planning
- Cross-border Advice
- Retirement and Pension Solutions
Mortgage and Bridging Loans: International Mortgages: Help expats secure mortgages for purchasing property abroad, including navigating foreign banks, exchange rates, and the legal….
Foreign Exchange (FX) Services: FX Solutions for Regular Payments: Offer competitive foreign exchange services for expats who need to send money abroad regularly, such as for mortgage….
Trust Planning:Trusts can indeed be a valuable tool for estate planning, especially when it comes to managing inheritance tax (IHT) liability and ensuring that your assets are passed on to your loved….
Relocating to the European Union: When moving back to the EU from the UK or another non-EU country, obtaining tax advice is essential to ensure that you comply with local tax laws and….
UK Property Investments: Discover our diverse real estate options tailored to your needs: HMO Properties: Maximize rental income with Houses in Multiple Occupation, ideal….
LifeInsurance – IHT: A life insurance policy provides your beneficiaries with a lump sum to pay the IHT, ensuring they don’t have to sell or dip into the estate assets to settle the tax bill….
Taxation Services: Tax Residency Advice: Help clients determine their tax residency status based on their new location and ensure compliance with local tax laws. This includes dealing with dual tax residency and understanding the implications….
