Trusts can be an exceptionally beneficial way to structure wealth when you're an international professional, or have interests in multiple jurisdictions. The right trust structure can enable the tax efficient bequeathment of assets.
Our independent reviews are our own opinions on the international trust structures most commonly used by investors. In these independent reviews of international trusts, we discuss:
If you still have questions after reading the reviews, book a 15-minute discovery call with one of our associate financial planners who would be more than happy to assist you.
Where the value of your portfolio is around £500,000 or more, a Second Opinion Review will uncover whether you're paying too much in charges, taking on more risk than appropriate, and if your money could be working harder for you. It's not just a second opinion, it's an expert assessment of your financial health, along with recommendations to help you achieve better results.