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Your Wealth

If you hold assets and investments, we can assist with the multi-jurisdictional tax planning which is key to maximising your investment strategy for you and your family.

In the UK, the sweeping changes of Finance Act 2008 introduced a choice for non-domiciled individuals between a remittance basis of taxation, at a cost, or a worldwide basis of taxation for the first time.  We can assist you in choosing the right option for you and in the many cases where worldwide taxation will apply in helping you manage the types of investments you hold.  

In Switzerland, the banking landscape for both US citizens and UK residents has changed dramatically in recent times we can assist you in ensuring that unnecessary withholding taxes are avoided and help you certify your tax status with your bank.

If you are a US person, certain foreign investments can give rise to extremely penal tax rates and we can help you to avoid those traps.