Managing your personal finances across different jurisdictions presents a number of challenges. There are a variety of international pensions options, for example, and it’s therefore important to understand the complex tax rules around contribution caps and drawing a retirement income.
We can provide you with financial planning advice in the jurisdictions in which we're authorised, drawing on the expertise of our tax planners if required.
You’ll have direct access to our highly qualified team of international financial planning experts, without the need for unnecessary ‘middlemen’.
You’ll get a very personal service tailored to your precise needs to help protect your assets from erosion.
Our holistic approach means you’ll have access to specialist advice from across our diverse business and international network. We also work closely with offshore lawyers, trustees and other professional advisers.
We build long-term relationships and have been advising some families over many generations.
We work closely with our tax planners who can provide access to professional advice and services in over 120 jurisdictions across the globe through membership of Nexia International.
We work closely with onshore and offshore lawyers, trustees, investment managers, property advisers and other professionals.