Some of the services we offer:
UK mortgage advice
Our mortgage brokers are ideally placed to ensure your UK property debt is efficiently managed, whether you are a UK resident or non-resident investor. We ensure you understand all of your options and then select the most appropriate one for your particular circumstances.
Financial planning
We are regulated in the UK, EU and South Africa. We have decades of experience in planning around the the intricacies of the new international citizen and are able to offer truly holistic advice.
Pension products
Pension Trusts have been found to be one of the most tax-efficient investment and planning structures available in the country. We create an effective, tax-efficient retirement plan for your finances.
Insurance advice
We offer whole of market advice for UK, EU, and South African residents or clients in expat locations requiring specialist offshore cover. We advise on all major insurance areas, including life cover, disability cover, income protection, critical illness and specialist international life cover.
Tax planning
We offer specialised cross-border tax structuring advice to ensure that you and your family have an optimised plan through your emigration process and beyond. Our clients appreciate being able to sleep at night knowing that all required submissions have been made to the tax authorities and that no surprises await them, while also taking advantage of any tax savings available.
Trusts advice
A Trust can help you protect your assets and pass your wealth onto your children and grandchildren. Our expert wealth and financial advisors can help you find the best options for your estate.
Contact our specialists to explore your options.
The key benefits of our wealth planning and advisory service include:
Talk to our expert wealth advisers.
Let us help you to:
- Optimise your earnings through tax reduction.
- Maximise various tax breaks and allowances.
- Tailor a low-cost, diversified investment portfolio around your specific needs. This would incorporate a diversified set of asset classes like equity, bonds, property, hedge funds, commodities, etc.
- Create a full financial plan that covers your short-, medium- and long-term requirements.
Contact an adviser now.