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Wealth Planning
Looking forward to the future with confidence.
Wealth planning
We all want the future taken care of, from our retirement needs to the eventual transfer of our wealth to the next generation. Using our structured advisory process and tax-efficient structures, we can help you to address these important wealth planning issues. We combine genuine insight into your needs and circumstances with a comprehensive understanding of the different vehicles available.
Trust Services
Our extensive experience in the trust business means our clients and their beneficiaries can enjoy peace of mind when it comes to the long-term security of their wealth.
Offshore Bonds
We can give you guidance on how to take full advantage of tax-efficient investments.
Pensions
We will work with you to create a strategy that works today and tomorrow.
*Credit Suisse does not provide tax advice.
The tax treatment depends on individual circumstances and may be subject to change in the future. Your clients are advised to seek independent tax advice.
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Get in Touch
For more information on our Private Banking offer:
- + 44 (0)20 7883 2244
General Enquiries:
- +44 (0)20 7888 1000
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