Building a tax-efficient, international investment portfolio
We recognise that every investor is an individual requiring an individual strategy, and we keep this in mind as we search out the most appropriate mix of investments for each one of them.

We spend time with every client to ensure that we understand their needs, the level of risk they are willing to accept, and the objectives they expect from their wealth management plan. As an expatriate, you have a great opportunity to establish a tax-efficient, international, lifeassurance policy to ‘wrap’ a diverse mix of investment products.

This type of ‘lump-sum’ investment is best suited to an investor able to maintain a capital deposit for a minimum of five years.

Use our contact form or the simple one below to find out more about us, and how we can help you.

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Only the best financial products & services
It is especially important to ensure that the life-assurance company providing the structure for your wealth management plan is secure, professional and based in the most tax-efficient environment.

    • Are based in tax-efficient environments
    • Have online systems so that we can monitor policies
    • Have efficient administration processes
    • Are authorised and regulated in their local environment
    • Are household names with a great reputation

Our standard process
We ensure that we establish the most effective wealth management plan by using a systematic process:

      1. Early contact telephone & email...
      2. General discussion during meetings...
      3. Fact finding during initial & follow-up meetings...
      4. Proposal based on fact-find and discussions...
      5. Consideration of proposal...
      6. Review & acceptance of wealth management plan...
      7. Sign up to the plan...
      8. Regular review and information...
      9. Changes as necessary...
      10. Top ups and withdrawals in line with instructions...