Your residence: United Kingdom
Your interests:
Capital preservation and capital gains, Tax optimization, Estate planning, Relocation of primary residence
Strategic wealth splits to achieve client goals
The appraisal and evaluation of client needs governs the strategic wealth split. The actual selection of investments within specific instrument classes is then made according to the strictly defined criteria of our investment process. In this context, we rely on quantitative and qualitative evaluation criteria. The assessment of assets is individually monitored.
Selection of specific tax-optimised instruments
Our investment specialists develop tax-optimised investment strategies aligned with the capital gains tax recently ratified within the framework of the last corporate tax reform. The issue is to exploit tax privileges and transition periods, minimise taxable transactions to a favourable volume, and generate higher after-tax returns. Apart from strategic management services, the emphasis is on tax-optimised product selection.