Helping internationally mobile clients use trust and insurance structures to protect assets, manage risk, and plan efficiently across borders.
Schedule a Consultation
Trust and insurance structures can play a valuable role for clients with more complex cross-border circumstances — whether that's protecting assets, simplifying succession, or investing through a tax-efficient wrapper. We help you understand whether these structures are appropriate for your situation, and how to set them up correctly.
Establishing trust structures appropriate to your assets, goals and the jurisdictions involved.
Using insurance-based structures to invest tax-efficiently across borders.
Protecting assets from unnecessary risk while keeping them accessible for your plans.
Structuring assets so they pass on efficiently, with less administrative complexity across jurisdictions.
Wanting to protect assets while keeping them accessible for future plans.
Holding assets and beneficiaries across multiple jurisdictions.
Wanting a tax-efficient wrapper for cross-border investing.
Book a complimentary consultation to discuss your pensions, investments and cross-border financial planning.
A short call to understand your situation and discuss the planning options available to you.
Complimentary 20-minute consultation
Schedule a Consultation