Our Clients
Expatriates
Our clients are worldwide expatriates and overseas foreign residents using offshore
financial companies and products to achieve their financial planning objectives.
Minimum investment and savings
€25,000 single investment
€250 monthly saving
Typical requirements:
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Family protection in the event of an early death
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Family protection in the event of a serious illness
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Investment growth
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Investment income
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Investment tax structuring
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Saving to create long term financial security
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Saving to provide for children
- Tax reduction on pension income
European resident expat clients
Our European resident clients benefit from using financial institutions based in
the offshore financial services centres of Luxembourg and Dublin. These centres
offer financial planning solutions specifically designed to comply with the tax
rules of many EU countries therefore allowing clients investments to qualify for
no or low tax. We advise European residents and expats relocating for employment
or retirement to countries within the EU to maximise on the tax advantages available
to them.
Worldwide resident expat clients
Our non European based expatriate clients often require international offshore based
financial arrangements. For these clients we offer solutions through financial institutions
based in the Isle of Man. One of the world's most highly respected offshore centres.
We can arrange I.O.M. plans for non European Union resident clients on an execution
only basis.
High net worth clients
Our high net worth clients have total asset value including property of ?1,000,000
plus. These clients normally require additional professional services to maximise
their financial plans tax and legal benefits. To provide our clients with a complete
service we work with qualified accountants, lawyers and also trust and company formation
professionals. These specialists are able to advise our clients concerning important
areas of financial planning that we do not handle directly.
Corporate clients
Our corporate clients are international companies requiring company benefit programs
for both local and international staff.
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