Wealth Management: To obtain the best returns from your capital it needs to be actively and professionally managed on a day to day basis. We use the expertise of Morningstar, who are a Triple AAA rated company, to provide us with ongoing fund advice and constructing the clients portfolio to fit their investment profile.

Regular Savings: A very tax efficient and cost effective way to invest money from income to build up tax free capital. There are a variety of different types of investment programs available. These programs are regulated and administered from several, secure and totally confidential offshore locations.

Retirement Planning: Expatriates by the very nature of their lifestyles, once they have left their country of domicility, will frequently have little or no Pension Provision other than those Plans they have had the foresight to take out themselves. All governments world wide are reducing the safety net provided by their Social Security Department’s. It is a basic fact of life, due to demographics and ageing populations in the western world, there will not be enough people working to fund the pensions of those who have retired.

There are many ways of structuring your pensions whilst offshore in very tax efficient ways. If you have a deferred or frozen pension from a previous employer, it is sometimes possible to transfer it into Self Invested Pension Plan, (SIPP). This will provide much more portability, flexibility with regards to taking income, and wider investment opportunities.

School Fees Planning: In most countries quality education comes at a premium! Whilst some will be lucky enough to have their children’s school fees paid for them by their employers, many are not, and in most cases employers will not fund for higher / university education. The cost of private and further education continues to increase, therefore unless provision has been made, funding will be a huge problem. Seeking sound professional advice early is of paramount importance in overcoming this problem. We provide a range of structures which can be tailor made to meet all situations.

Below is a selection of services we supply -  

• Proactive Private Portfolio Management
• Dedicated Client Service Department
• Trust Formations
• Inheritance Tax Planning (including the setting up of Foundations)
• Offshore Company Formation
• Repatriation Planning
• Private Banking (including Offshore Bank Accounts)
• Single & Group Medical and Life Cover
• UK Frozen Pensions
• Tax Efficient Investment Structures for your Assets
• International Teachers Pension Planning (for Single or Group Schemes)

For more information please contact us at info@expatbusinessservice.com