Tax and Financial Planning

Finding an appropriate investment solution may just be one part of the investment process.

You also want to be sure it will be tax compliant and properly regulated. To help your financial adviser to achieve this, we offer them the support of a highly competent, experienced and dedicated tax and financial planning team; particularly useful for British expatriates.

Our world-class tax and financial planning support is highly-rated by financial advisers. That’s because we go the extra mile to give them the specialist help they need to give you quality ongoing service.

We offer the following facilities to your financial adviser:

  • Seminars to help them stay up-to-date with new industry developments.
  • Technical product information so they can understand and can accurately explain our solutions to you.
  • Trust and taxation expertise, to help them recommend appropriate solutions for your needs.
  • Access to a dedicated and regularly updated technical website.
  • Online facilities to access information about your portfolio quickly and easily.

We also send out experts from our operational teams to meet financial advisers and gain local feedback on how we can improve our support to them and, therefore to you.