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Wealth Management Solutions

Offshore
Wrappers

Defer your tax, using our expertise in Offshore Wrappers.

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Pensions
Management

Give your pension the active management it needs.

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Discounted
Gift Trusts

Be guided by us to minimise your estate’s Inheritance Tax liability.

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International
Services

Utilise the best investment structures, wherever you are based.

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Having previously worked within the banking and finance sector in the City, where client interaction can be rather dogmatic and inflexible, I think our clients really appreciate the direct and personal relationship they enjoy with us.
Moshi Kahtan
Financial Adviser