|
GUARANTEED INVESTMENT BONDS
The volatility of markets over the recent past causes considerable concerns for many investors. A number of major financial institutes have sought to provide investment vehicles, which allows investors to partake in some of the gains that sectors and markets can provide, while protecting their capital. Their range is considerable, varying in features and opportunities.
Please contact your consultant or our office direct for details of these and other opportunities.
RETIREMENT FUNDS
We understand the need of our clients, to establish a specific investment structure to accumulate the amount necessary, to ensure a quality retirement, free of worry. After a lifetime of work our clients expect, not just to exist … But to live, explore and fulfil all the many dreams and aspirations, they never had enough time while working … To experience.
Some clients, use our services to create their initial programme, others, a supplementary Retirement fund to augment existing company pensions, which they realise, when received, will be paid in local currencies. They are rightfully concerned, that whatever benefits they derive, will depreciate in value and usefulness, within a few years of their retirement. Subsequently, they create a capital accumulation investment programme, in a "hard currency" to ensure the quality and standard of their retirement.
Many of the highly mobile executives we assist find that existing retirement benefits are either not portable, or if so, heavily penalised. They therefore design a vehicle, tailored to their specific needs.
In today’s workplace, Most executives are internationally focus and many have short-term contracts where no supplementary benefits are offered and require a specific tailored solution with the necessary flexibility to meet their needs, whether, long-term or specifically to match their contract period.
We have varied, tax friendly programme opportunities, enabling the individual to construct the perfect vehicle to meet their needs, either out of income or from Capital or a combination of both.
COLLEGE, PRIVATE SCHOOLING
AND FURTHER EDUCATION PROVISIONS
For many families, intelligent children can be both a blessing and a problem. Many Early Retirement plans are postponed or completely abandoned, because of the need to provide the fixed costs of their children's Education and the supplementary living expenses.
When educated nationally, this can often be met out of income, but for those, whom aspire for an international education for their children, can be faced with crippling costs.
PRIVATE INTERNATIONAL SCHOOLS. $10-$15,000 US per year
UNIVERSITIES (Europe and America) $17-$35,000 US per year
MASTERS and Ph.D. (Europe and America) $25-$35,000 US per year
We have varied programmes, enabling the individual to construct the perfect vehicle to meet their family's further education needs, either out of income or from Capital or a combination of both. While experiencing the world best protection and tax-free growth.
CAPITAL INVESTMENT ENHANCEMENT,
PRIVATE PORTFOLIO MANAGEMENT,
TRUST AND ESTATE MANAGEMENT
Our clients are successful people and as such, many seek the opportunities normally only available to high net worth individuals. They too, wish to enhance their accumulated assets and investments within secure, flexible, tax friendly vehicles.
CAPITAL ENHANCEMENT:
Most of our clients use their extra capital, or part of their annual bonuses, to augment their mid to longterm programmes. At the most basic level, every worthwhile fund in the world, any index linked vehicle or any freely traded stock or bond is available to them.
Subsequently, depending on an individual's short term investment philosophy, and the prevailing economical opportunities that exist from time to time, we will provide the analysis, recommendations and assistance to enable our clients to meet their objectives.
PORTFOLIO MANAGEMENT
Our experienced investor and high net worth clients, seek vehicles which enables them to access all freely traded stock, fund, bond or derivative economically and by such a flexible method, that will maximise their investment opportunities while minimising their administration and reporting requirements, while achieving the best tax and asset protection management.
Equally important, we assist in enhancing the assets they have already accumulated, using special vehicles which allow the maximum security, coupled to investment strategy flexibility, ensuring the very best short and long term results.
For existing portfolios, Estate and Trusts of $10,000,000+US in value, we have tailor-made Private Portfolio structures, managed by a specialist team to meet all aspiration levels.
All the above cover very specialised and wide areas of opportunities, we recommend those seeking either to establish or develop existing programmes, to contact us, to enable a meeting with one of our specialist to discuss the various methods and opportunities that exist.
INTERNATIONAL BUSINESS COMPANY (IBC) FORMATION
An IBC offers many companies and individuals the opportunity to operate their business or financial activities with ease and confidentiality with much tax planning advantages. An IBC can help manage extra or offshore income, thus, in addition, providing many fiscal advantages.
An IBC is often a part of a trust structure, which can be used for tax planning, or where the ownership of an asset cannot be registered directly in a trustee's name. IBC's can also function as Quasi-trusts in the holding of assets anonymously, while still providing a degree of control over the assets of the owners.
IBC's can be created within many jurisdictions. Each jurisdiction offers different standards of services and levels of set-up and ongoing costs.
These tend to reflect, the differences between a simple vehicle for an individual seeking to hold supplementary income or part of their accrued capital offshore, to sophisticated Family and Group trusts.
GROUP / COMPANY PENSION AND SAVING PLANS
Through our association with some of the major Financial institutions throughout the world, we are able to create a tailored "Benchmark" standard for our clients rather than an "off the shelf solution." Whether you are seeking to create the long-term financial security for your employees and/or create employee short-term incentive saving plans.
We can create "benchmark" group retirement and saving plans with the highest European level of security, benefits and cost effectiveness.
- Tailor-made retirement/ saving packages
- Secure benefits in a hard currencies
- Portability
- Flexibility
- No age limit
- Tax free growth
- Low transparent costs
- Portfolio Management
We have the serious solutions to help create and enhance your company's retirement or group's saving benefit programmes.
|
