Structures and Wrappers
One of the great satisfactions in life is to create wealth during a working life and maintain a high standard of living throughout a lengthy retirement. The opportunity to leave wealth to loved ones is also an objective most people wish to achieve.
However, as wealth builds up so do the problems of managing it. Maintaining the purchasing power of capital, despite the effects of inflation, is by no means an easy task.
The burden of making investment decisions, administering your funds and understanding the tax consequences can be particularly onerous.
It is extremely important to leave one's money in a safe haven, backed by the security and administrative capabilities of a major institution.
I can assist you in addressing these, and other problems no matter what your required level of investment. Every product recommended is domiciled in a UK tax-haven. Every company I place business with is a major financial institution. Some provide access to virtually any tradeable security available in the world.
The complexity of this area of my work means that space is not available to cover every aspect and every option in detail although the links above will give you some idea of various structures.
I suggest you contact me for more detailed advice and information.