Regular Savings

There are a great number of reasons to save a portion of your income each month. We have a many number of plans available, each differently suited to the specific requirements of each individual. So whether you’re saving for retirement, for a property or perhaps simply to keep your surplus income above inflation, we can assist you in finding the right plan.

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Retirement Planning

Like you, we would like to retire tomorrow if we could. However since that likely isn’t possible just yet, we can work with you to ensure that when you do eventually reach retirement, you have the finances in place to maintain your standard of living. Through a lifestyle analysis, we can advise you on your likely financial standing at retirement and what you will need in place to ultimately make the most of life after work.

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Overseas Investments

Do you have surplus cash sitting in a bank account earning zero or little interest? Perhaps you already have an investment, but reckon it could be performing better? Whatever your current situation, we can advise on a great many investment solutions alternatives that are flexible or ridged, cautious or high growth. Once we analyse what is most important to you, we can advise you on a plan to suit your requirements perfectly.

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UK Pension Transfer

Do you have pension accrued in the UK or a previous country? If so, we can assist you in finding a current valuation for your pension and advise you on the current state of your previous companies pension fund. Following this, if it then becomes clear that releasing your pension is the best advice, we can recommend the various options available to you.

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Education Fee Funding

For many there is nothing more important than their child’s education. However international schools and university fees can become a large financial burden without access to tuition loans. With the average cost for university tuition fees in the UK reaching £9000 a year, the costs for just one child can soon add up. Where this might be as much as 10-15 years in the future, we can advise you on the best plan to put in place, so that all you need to worry about is what university your child chooses.

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Third Pillar

The Swiss 3rd pillar system is a fantastic way to reduce your tax by as much as 2000 CHF a year, whilst also generating a minimum guaranteed return and security. You can build life cover for you and your family into a policy and even leverage your 3rd pillar against a mortgage. The only question is, should you have your 3rd pillar with a bank or an insurance company? We can advise you on the various options available and which one suits your requirements best.

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FATCA

It is estimated that millions of Americans living abroad aren’t compliant with FATCA. Are you? If you’re not, we can help get you there. More than this, we understand how onerous reporting to the IRS can be, not to mention the potential tax burden this leaves you exposed to. In addition to helping you with FATCA, we can grant you access to various solutions that can help mitigate your taxable exposure and help protect your assets whilst living abroad as well as if you ever plan to return to the states.

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Portfolio Management

Is your portfolio performing as well as you would like? Perhaps you don’t have enough time to keep on top of it or are maybe looking to make improvements? If so, we can assist you in building, improving and maintaining your portfolio. We can talk you through various investment options, our recommendations, market updates / tips as well as simply provide an ear for you to bounce ideas off.

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Inheritance Tax Planning

Lets face it, there is no positive to inheritance tax. It is unfortunately one of those things that you inevitably cannot avoid. However whilst you might not be able to avoid paying it, you can significantly reduce what you do pay and protect what you leave behind. With our help, we can protect your assets and preserve the maximum amount possible, whilst reducing the tax liability on those assets.

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