There are many reasons you might choose to split your life across borders. It could be due to business interests, property, lifestyle – or because of decisions taken by your children or other family members.
But there are tax, investment and other financial considerations which you shouldn’t overlook. In a world where nations are erecting more walls and barriers, understanding cross-border issues has become more important than ever.
With wealth management offices based in the UK, Europe and Asia, as well as investment centres across the world, we’re able to stay abreast of tax and other legislative and financial developments across multiple jurisdictions. And where we need to, we turn to a global network of professionals for outside expertise.
Wherever you choose to live, we’ll ensure your financial affairs are managed in a way that matches your geographic footprint.
Our client was born overseas and spent many years working in Asia and the US for a multinational corporation. He and his family are now based in the UK and support a number of charities, including the university where he studied many years ago.
We provide a range of services to a UK family office who have appointed us to manage the family’s liquid investments. We provide the family office and the individual family members with customised reporting and administration. Some members of the family live overseas and many are involved with a family charitable trust.