Our advice often entails the review or initial construction of wills, trust deeds and other estate planning documents with an understanding of the relevant estate taxes that are at play.

The impact of Inheritance Tax is often a major contributor to the success of a robust estate plan. Our advice encompasses the understanding of a client’s domicile and independently advising the use of a correct combination of tools (trust settlements, gifting strategies, use of companies, charitable donations and insurance etc) to provide an optimal outcome.

We like to take a wider view of succession planning, understanding how and when you would like to transition your wealth to future generations. A key element is ensuring that the necessary steps are taken so that capital is preserved for future generations and, when required, that privacy is maintained. 

We understand the challenges of preparing beneficiaries on how to deal with assets that they may inherit. We are on hand to attend family meetings and provide structured financial education to assist with knowledge transfer and effective succession planning. 

Often an international client’s asset base will span across multiple tax jurisdictions. We advise on which taxes and tax regimes are relevant and will impact your asset base now, as well as which taxes need to be considered that may impact your future financial plan. 

We can recommend how the tax outcome can be optimised for your given situation and assist with the implementation of any new strategies and provide ongoing oversight as your situation evolves.

We can assist in the evaluation of your current investments, helping you to understand if they are on track and if the return is optimal for the given level of risk you are assuming.  

Our Independent Investment Monitoring Service provides ongoing monitoring of an investment portfolio delivered via a comprehensive report on a Monthly, Quarterly or Biannual basis. The investment monitoring report will focus on:

• Return: assessed over multiple timeframes against peer benchmarks 
• Risk: Quantifying the level of risk that is being assumed, offering perspective on investment returns. 
• Underlying Holdings: Providing a full X-ray analysis of the underlying securities.
• Action: Key action points and instructions to be communicated to investment managers.  

A key aspect to this service is ensuring that your investments are on track to meet your objectives and delivering the optimum return for the given level of risk.

Looking at your asset base in its entirety, we will evaluate the total cost of administering it and look for ways that this could be optimised and improved. Fees and costs such as Bank Fees, FX charges, Investment Management Fees, Mortgage Interest can be applied directly as well as in some cases not always being visible. We view cost control as a critical contributor to the total return of an asset base. 

The financial services landscape is constantly evolving with new technology solutions continually providing opportunities to drive down fees and take advantage of economies of scale.

We pride ourselves in staying at the forefront of new developments, utilising our buying power and providing advice and new ideas to optimise the efficiency of administering your asset base from property through to liquid investments.