Offshore wealth management

In an increasingly global economy, people move from country to country in order to develop their careers. It's also common for many of our clients to safeguard and preserve their wealth by moving to tax havens to reduce their personal tax liability, as well as to take advantage of warmer climates like the Mediterranean coasts of Spain, France and Italy to enjoy their retirement.

As people's circumstances change so must their financial plans. Add to this the complexities of different languages and legal systems and the fact that existing advisers are unlikely to have expertise in the destination jurisdiction and it's clear why investors moving overseas need to plan their move carefully and meticulously.

A thorough understanding of the fiscal, legal and cultural realities of the country your moving to is required to address issues such as tax rates, inheritance laws, dependents living in a different country, and planning during the transition period.

It's absolutely vital to seek advice before you move abroad, and at Web.fs, we can apply our planning expertise and experience to provide you with a solution designed to your own unique situation.

Whatever your plans, we strongly recommend you talk to us first. That way, we can ensure an appropriate strategy is in place before you leave. Once you've gone, it may be too late.