Fiduciary & Family Office Services
We work on behalf of our clients and in tandem with other professional advisers to help them achieve wealth management objectives.
We specialise in working with trust companies in overseas jurisdictions to provide cross-border compliant solutions:
For fiduciaries and family offices based outside of the UK, our structuring and consultancy services support professionals to produce intelligent planning opportunities for their clients.
Our specialist areas include;
Producing a detailed analysis of your current investments and proposing alternative cross border investment options, in-line with your risk profile, social responsible stance and overall wealth management objectives. We take ESG screening seriously and always factor this into any investment discussion.
Providing the intricate planning and support required for setting up, transferring or restructuring complex pension structures both in the UK and internationally, including SIPPs, SSAS, Defined Benefit (DB transfers), QNUPS, QROPS, IPPs and offshore annuities. This is a particularly relevant service offering, should you or your clients have pensions in multiple jurisdictions
Providing intelligent inheritance tax mitigation strategies for both UK and non-UK estate taxes which may not have been considered before, such as bespoke life insurance plans
UK Tax Planning
Our experts advise on the most tax efficient way to structure assets and earnings in the UK with specialist experience in complex cross border tax planning issues
Cross-Border Relocation Advice
Whilst in the planning stages of relocating to another jurisdiction, we recommend the most important planning strategies to consider before immigration or repatriation to ensure your assets and wealth are structured efficiently
Strategic Planning Around A Change in Personal Circumstances
Life changing events such as divorce, retirement or selling a business should go hand in hand with strategic planning methodologies to ensure every possible outcome is accounted for, and your wealth is protected. Some matters can be planned for in advance, whilst others may happen with little warning; in either eventually, we can provide support.
Our international advisers are highly experienced, working with family offices and fiduciaries in several jurisdictions including (but not limited to): Monaco, Switzerland, Channel Islands, Isle of Man and Malta.
Meet our Head of International Business Development, Peter Sayers here. Peter splits his time between Jersey and London and travels extensively in Europe and further afield,
To book a meeting with Peter and to read case studies of our relevant international client work, contact us here.
To find out more about how we can help, contact us.