Savings & Investment

Our team will take the time to understand your objectives and needs over the short, medium, and long term – building a plan to match your investment goals.

Through the use of portfolio analysis and cash flow modelling we can ensure a well thought out and tailored investment plan is created.

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Income & Retirement Planning

As an expat, saving for your retirement is even more important because in many countries it is not a statutory requirement. Ensuring you know what you need for your retirement and building a plan to get you there is essential.

Our team can review all your current and past plans, as well as advise on international retirement solutions to help you meet your retirement goals.

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Estate & Inheritance Tax Planning

Having worked hard for your wealth, it is important we help you retain as much of it as possible. Our team of specialists can help you create a succession plan for your family and heirs.

We review your current asset position and advise on legal considerations where required and look at ways to mitigate estate tax in various jurisdictions.

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Universal Life Insurance

We offer universal life insurance, also known as Long Term Life Insurance (LTI), as part of our comprehensive wealth management services. These policies help secure your wealth through estate planning, wealth distribution, and retirement income strategies. While LTI may provide tax benefits, we recommend consulting a tax specialist to ensure your personal tax situation is fully optimized.

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Strategic Partnerships

We work with various strategic partners to be able to offer other services, such as: property, leverage, foundations and family investment companies, and foreign exchange.

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Structures

By utilising the correct structure a family can avail multiple benefits and protection for their wealth. It’s possible to manage investments, assets, residences, and businesses through a centralised structure. This can allow families to administer their investments and business affairs, managing the entire family’s wealth, protecting it now and for future generations.

When setting up a family structure our experienced team will look at the objectives, scope, and role of different members in the family – taking into account how future decisions will be made.

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Asset Management

As part of our holistic approach, Finsbury Wealth is able to advise on a whole host of assets and provide access to highly sought-after global investments across public and private markets.

We understand the complexities in dealing with inter generational planning and our team of experienced professional can provide a bespoke service through our centralised management to give a overall view and analysis of assets within the estate, working with your other advisers wherever required.

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Multi-jurisdictional Planning

We understand that assets and investments are typically held in multiple jurisdictions and it therefore important to consider cross border, legal, and tax implications. We work with a team of professional service partners to ensure all areas are planned for – including taxation, legal services, accountancy, and more.

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Additional Services

We offer families a comprehensive solution to managing their financial and investment needs, and our range of additional services includes but are not limited to – philanthropy, insurance, property management, taxation, concierge services, and more.

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Workplace Savings Schemes

The implementation of Corporate Gratuity Schemes, enables employees access to a workplace savings scheme. When correctly set up and managed, these schemes can be extremely beneficial for both employees and employers. Using a professional firm to assist with the initial set up and ongoing management can ensure: (1) better utilisation of the scheme, helping employees meet their financial goals more quickly;  (2) increased awareness and education on both the scheme and financial literacy and; (3) support on leaving employment to help employees make the right decision on what to do with the benefits they have built up.

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Gratuity Management

It is important that firms budget and save for their ongoing gratuity liabilities, but more often than not this is left underfunded or just held in cash on a companies balance sheet being underutilised.

Our team can help with projections of how much needs to be saved towards your liabilities and set up a tailored investment strategy to manage your funds effectively.

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Financial Workshops

Finsbury Wealth offers complimentary Financial Wellbeing Workshops on a variety of topics for businesses wanting to help empower their employees and contribute to an employees overall health and wellbeing, making for happier, more educated employees.

Workshops are 60 minutes and can be conducted in person or online. Click below to find out more.

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