How you structure your savings and investments can make a real

difference to the returns you receive and the way you are taxed.

Your country of residence could offer tax-efficient opportunities

that provide more benefits than holding on to assets from other

jurisdictions.

There is no such thing as a single solution for everyone. Before

you make any decision, it is important for you to understand the

options available, whilst considering any cross-border

implications.

We can assist with:

Analysing your investment: 

We can review your current investment and whether it still suits your objectives, sustainability preferences, time horizon and risk appetite.

Measure risks and benefits: 

We can help you weigh up the potential advantages, such as tax efficiency and investment flexibility, against risks like currency fluctuations, ongoing charges and possible penalties.

Gauge tax advantages: 

Review whether transferring your investment will result in tax savings, considering both tax laws where your investment currently sits and the tax rules in your country of residence. We start by establishing your personal circumstances. We will review your short- and long-term goals, then carefully analyse the pros and cons of each investment option available to you, including any tax and succession implications. We will advise on how best to structure your investment arrangements to meet your specific needs.