What can we do for you?

• Optimise your earnings through tax reduction. Particularly if you have flexibility in the manner in which you are paid.
• Maximise the various UK tax breaks and allowances. (ISA’s, Pensions, Capital Gains etc)
• Tailor a low cost diversified investment portfolio around your specific needs. Incorporating a diversified set of asset classes (equity, bonds, property, hedge funds, commodities etc).
• Help ‘Expats’ structure their individual finances to make full use of the UK’s very favourable non domicile tax status.
• For those with limited companies. Optimise the way in which income is paid out and retained earnings are released.
• Asset structuring for those moving back to their home country, particularly if intending to leave savings/investments in the UK.
• Source mortgages for foreigners and individuals both in the UK and abroad. We have expertise in sourcing properties and mortgages for foreigners with unusual cases.
• Assess your individual insurance cover needs, taking into consideration cost, flexibility and mobility.
• Create a full financial plan covering your short, medium and long term requirements.