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A Wealth of Knowledge

14.09.22

When it comes to preserving your family’s wealth, it’s imperative to understand how to safeguard your global assets from inheritance tax liabilities. Julia Millen spoke to Kevin Birtles, Managing Partner, of Private Client Consultancy for some advice.

In order to both protect and grow your assets; you must develop a plan that utilises the various exemptions and reliefs that exist within a variety of jurisdictions.

Tax rules and regulations are complex. For example, one may be domiciled in the UK, but own property in other countries. What, then, are the implications of the tax laws in these countries? Because each jurisdiction has a different process, it’s necessary to consult with an expert to ensure you don’t expose yourself to any unnecessary risks or loopholes.

While adhering to the country’s tax laws is necessary, there are many ways you can minimise your estate liability and complete wealth transfers in an economical manner. A qualified Wealth Manager with experience in servicing high net worth individuals (HNWIs) will allow for optimal estate planning.

Because no two financial plans are the same, we realise that clients’ needs are unique. With strategies that aim to maximise wealth and accomplish your objectives in mind, we clearly demonstrate and develop sophisticated financial plans with you, for you. We consider multiple family members and their dynamics, as well as assets held collectively. Private Client Consultancy offers bespoke generational planning that includes crafting effective estate and succession plans.

At Private Client Consultancy, we recognise that the investment portfolios of HNWIs are sensitive and require an acute attention to detail. Our priority is that your assets are always protected. We consider your tolerance for risk and only work with reputable firms to assess risk and volatility in the market. With this information, along with having regard to any goals you have for your investments, we are able to develop a customised and effective plan for a balanced and diverse portfolio.

Private Client Consultancy are joining Abode2 as an ‘in-house’ private wealth expert in Spain, managing clients throughout the EU.

pccwealth.com

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