International wealth planning
Wherever you are in life, we can help make the most of your assets.
Of course, your family, business and investment situation is unique. You may also live your life across multiple international borders, which can introduce complexities when it comes to international tax or inheritance legislation.
Our wealth planners, together with their network or external specialists, can help you assess your individual situation, and create a plan to manage your assets in a way that meets your present and future needs.
Here, for example, are some things to consider:
- Do you plan to move abroad?
- When do you want to retire?
- If you own a company, will you sell it before retirement?
- Does anyone depend on you for education or healthcare costs?
Answering these – and other – fundamental questions at the beginning is key to ensuring that the right structure is in place for you to protect your wealth.
Tax declarations can be complex – especially for international investors with residency in one country and assets in others. Gathering all the necessary documents, sorting them into the right categories and totaling them all up takes time and can be expensive if you’ve hired an accountant or tax adviser to do it for you.
Whether you are completing your tax declaration yourself, or have appointed an external professional for that purpose, having the necessary data at hand is a convenient way to save time and money. Our tax reporting service aims at doing just that.
For clients in the UK, Germany, Switzerland, France, Luxembourg and Spain we produce country-specific reports with the relevant information. For other countries, where no specific report exists, we can produce a “Global Tax Report”, which can be customised to meet client requirements with regard to currency, language and calculation methods for capital gains.