Pave the way to your life goals.

You have unique personal, business and financial goals. Our tailored wealth planning solutions support you to reach them. With longstanding experience in investment structures, retirement and inheritance planning, our wealth planning specialists can help guide you on your journey.

Take tomorrow.
With our wealth planning solutions.

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Complete solutions for your long-term needs.

Our wealth planning specialists can help put your wealth to work through:

Investment structures that enable tax-efficient investing now and for future generations
Retirement planning that ensures you are financially prepared for your next stage in life
Inheritance and succession planning, including trusts, that allow you to define how and when assets will be distributed to your beneficiaries

Navigating the way forward.

With knowledge of local tax and legal frameworks – and access to a global network of experts – our wealth planning specialists ensure that you get the advice you need.

We can also work with your personal tax and legal advisors to deliver a holistic solution.

We recommend seeking independent tax advice in your home country.

With you on your journey.

With our 160-year track record of serving clients for the long term, our wealth planning specialists will be by your side to help you achieve your goals.

Important notice: Investments can go down as well as up and your capital may be at risk.

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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