YES. Our wealth strategy  partners has  been advising and implementing these  structures for over 20 years and have published numerous leading textbooks about commercial trusts and taxation.

YES – many. And all have enjoyed the benefits advised. We can provide a list of referees.

YES – if you are prepared to pay for it. Counsel will defer to the expertise of Our wealth strategy  partner the author of 5 leading textbooks on tax and commercial trusts.

YES

YOU CHOOSE

NO

You Choose. We recommend Jersey, Guernsey, Switzerland or Belize

YES, anytime

NO, But your wealth can be brought onshore and managed tax free by you/ your company as a fiduciary.

YES, Our wealth  strategy  partner  always work with the Company’s accountants to assist in making complete disclosure

They often do. Our wealth strategy partner  provides an ongoing advisory service, which covers this. The cost is included in your fixed fees.

It will be the first time in over two decades. Our wealth strategy  partners ongoing advisory service charge covers this also. Only if it went to Court you would have to pay Counsel, but such costs are guaranteed by our wealth strategy partner’s P.I. Insurance.

EU law precludes retrospective legislation. The benefits up to that date remain protected. UK legislation cannot affect offshore trusts.

YES. Our wealth strategy partner is  bound to provide their  best advice. If they consider that the Plan cannot work in your circumstances, they will say so. Otherwise, they will be giving you legal advice that the Plan has the legal and tax effects set out in their detailed written advice. You are entitled to recover all Plan fees and Legal fees if the arrangement is inherently defective.

It is a cost neutral opportunity to save tax

Everyone who receives Our wealth strategy partners advice does do it. New clients come through personal recommendation, not general advertising, so that necessarily limits the number of people receiving the information.

That is not unusual. We always ask a dissident advisor to engage in open discussion with Our wealth strategy partners in front of the client.

It is the product marketing arm of Our wealth strategy partner.

The Product fee is a payment for the R&D which went into the Plan: that Fee is a straight percentage of the Tax Value. Professional advisory fees are separate. Together, these provide a Total Fee Package.

No, since the Fees are not paid out of Client wealth. And we can arrange financing for larger fees.

We have heard that from new clients for over a decade. Their experience teaches them that it is just as good as it sounds.