Providing fairly for beneficiaries
Our capabilities in action Background Our clients own restaurants in Singapore and Kuala Lumpur. They have a daughter who was helping with the running of the family business. Their son, on the other hand, was a passionate golfer and decided to make a professional career of it. The restaurants are held under a PIC and […]
Protecting your assets against all odds
Our capabilities in action A seasonally timed case study for a client that, for confidentiality reasons, we can only refer to as SC. Our client, who runs a global distribution business particularly focused towards children’s gifts, wanted to review his planning. He was very keen to retain his privacy, particularly during the months he is […]
Working collaboratively to mitigate tax liabilities
Client Results Our capabilities in action Background Ahmed is a 55-year-old UAE resident who owns a Private Investment Company (PIC) structure with a £9 million property portfolio. His PIC owns this portfolio outright with no outstanding mortgage. One of the properties is used for himself and his family during the summer months, however, the rest […]
Bespoke business succession planning
Client Results Our capabilities in action Background 60-year-old client, Anna, ran a successful business with one of her sons. As she approached retirement and started to consider her estate planning, she knows that she wants to leave 100% of her business to her son. However, she also has a daughter who works as an artist […]
Making an impact through sustainable investing
Client Results Our capabilities in action Background Thriving scientist Rachel, 48, has spent the last 20 years living and working in several Asian countries. Through her own experience, she has seen the negative environmental effects of human activity worsen in recent years. While she has made personal lifestyle changes to combat this, she wants to […]
Low-risk inheritance planning
Our capabilities in action Mr. Tao was left an inheritance from his late parent’s estate and wanted to look at his investment options. A businessman who always puts his family first, Mr. Tao was adamant that the inheritance capital be put away for the benefit of his children. To that end, Mr. Tao was cautious […]
Leveraging SIPPs for a better tomorrow
Our capabilities in action In many ways, age inevitably changes perspective – which was exactly the case for Mr. Smith. Mr. Smith always maintained a good pension, however, in his youth, he only focused on having a good pension. It wasn’t until he approached retirement that he began thinking about pension policies. Namely, he wondered what would […]
Key person protection for business continuity
Client Results Our capabilities in action Background Understanding the importance that key people play in a business, a growing tech start-up wanted to protect itself from potential business interruption should their 45-year-old Managing Director, Henry, become unable to work. Henry was the main driving force and founder of the IP behind the business. When the […]
