Tier 1 Investment
Your first investment in the UK is an important one. It’s crucial for the investment to satisfy the initial visa rules, and to meet the ongoing criteria in order for your visa to remain valid. We feel that it’s equally important to use institutions that are robust, and will protect your wealth. Through our partners we have access to the most prestigious and reputable Tier 1 compliant investor offerings in the UK marketplace. We work with clients to gain an insight into their desired investment approach and ensure we implement the best investment solution to meet our client’s needs.
UK Tax Planning
The United Kingdom tax regime is complex and comprehensive. We feel it is crucial that our clients are aware of the opportunities and plan appropriately when they first arrive in the UK. We work with expert tax specialists to produce a bespoke report for each client on how they should structure their assets to significantly reduce the impact of UK taxes.
Estate planning involves establishing a plan for the distribution of assets in the event of death. This is especially important for wealthy individuals that have large assets or young children who will need tending in the event of the parent’s untimely death.
Our wealth management team will assist you in creating a valid will and advise on the use of trust planning to ensure that your assets are distributed correctly in the simplest but most tax efficient way.
Providing our clients with the most competitive foreign exchange rates when moving large sums of money to the UK, to save you thousands of pounds. Please ask us about our exchange rates.
Banking and Finance
We can offer tailor made banking solutions to our clients. Please ask about the banking solutions we can provide. Depending on your location, we may be able to open your bank account remotely.
Ongoing financial advice – commitment to you
Our partners commit to providing on going financial reviews to monitor the performance of your investment portfolio and to keep up to date with current market conditions. They will regularly discuss any changes to financial legislation that may impact you and your investment.