Trusts & Tax Planning for Global Expatriates
Dependable financial solutions for global citizens regardless of complexity
Personalised, award-winning financial advice
Trusts & Tax Planning Services for International Expatriates
Trusts establish legal protection for assets. They have many different uses, and there are multiple considerations that go into every document. Each one is individual to its purpose and requires personal attention.
While lawyers will draft a trust, we assist our clients with the financial side, ensuring the assets and the relevant regulatory jurisdictions are correctly identified. Due to the international nature of our clients’ affairs, this can sometimes be quite complex, and we help sort it out.
Not all trusts are complex, and they are commonly used for tax planning and beneficiary protection.
If you are looking to set up a trust or would like to know whether they offer a financial solution for you, speak to Michele.
Financial Planning Webinars
Make better informed financial decisions
The Grey List
Time is running out to manage your risk
February 2, 7pm Dubai, 5pm South Africa, 3pm UK
Will South Africa be placed on an international financial watch list? We find out this month.
This webinar will explain how you will be affected and offer solutions to protect yourself from the most severe effects.
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