Wealth planning

Helping to plan your future

Planning for retirement and succession are priorities for you and your family that our Wealth Planning team can help you address. We advise in areas such as:

Investment structures, such as offshore bonds, to help you invest your wealth in a tax efficient manner, be this for yourself or future generations.
Enterprise Investment Scheme (EIS) and Venture Capital Trusts (VCT) to give you access to investment into UK smaller companies with the advantage of generous tax reliefs.
Estate planning including trusts and insurance based solutions to control how and when assets are distributed to intended beneficiaries.

Our global team of wealth management and wealth planning experts is ready to help put your wealth to work for you and your family.

Estate planning

If you wish to pass assets on to your children, grandchildren or others, there are a number of ways like trusts, Family Limited Partnerships (FLP), Family Investment Companies (FIC) or a life insurance to ensure the wealth transfer.

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Retirement planning

When it comes to your retirement, Self Invested Pension Plans (SIPPs) aim to provide greater flexibility for pension holders in terms of what investments they can hold in their pension plans.

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Life insurance

A life insurance is an effective instrument to protect against many uncertain events. Our “Whole of Life Insurance” solution even resonates with many of our clients as an additional asset class.

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EIS and VCT

The Enterprise Investment Scheme (EIS) offers tax reliefs for individuals who provide capital for smaller businesses in the UK. Another option is to invest into Venture Capital Trusts (VCTs).

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Offshore bonds

For many years insurance wrappers, such as offshore bonds, have provided efficient long-term investment solutions.

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UK RND

We have a track record of advising non-domiciled UK residents on how to structure and invest their assets.

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Wealthy families and Credit Suisse

There are those who inherit wealth and those who pass it on. What you choose to do with your family’s wealth is an expression of your own deeply held values, and we are here to counsel families like yours on finding the best path forward.

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