We work together with your other professional advisers, be it lawyers or your family office, to gain an in-depth understanding of your current situation and individual requirements. This approach allows us to create a solution that is truly bespoke to you.
Pension and Retirement PlanningPreparing for Life After Work
Deciding when to retire is one of life’s biggest events, so it’s no surprise that it comes with a lot of planning. There are many questions that this brings up such as will you sell your business? Do you want to retain equity? Where do you want to retire? Does your investment portfolio provide enough income for the lifestyle you desire?
Tax and Succession PlanningPreserving Your Wealth for Generations
You’ve worked hard to get to where you are today, but what is the legacy that you wish to leave to your loved ones?
Whether you have businesses, an international property portfolio or investments to pass to your family, our wealth managers are experienced in creating bespoke, tax efficient solutions through trusts, offshore structures and insurance to ensure your estate is distributed to your beneficiaries how you wish whilst minimizing any tax liabilities.
High Net Worth InsuranceLeverage Your Most Valued Assets
Private Placement Life Insurance (PPLI) is a variable universal life insurance policy or ‘wrapper’ that provides cash value appreciation based on a segregated investment account and a life insurance benefit. The objective is to maximise investment returns by being more tax efficient and minimise the death benefit. We allow clients to monetise or refinance fixed assets in an array of jurisdictions from institutional lenders not normally accessible.