SOLUTIONS FOR THE UK
Your advantages at a glance
Additional income due to compound interest effect
No need for complex tax statements with "mixed funds
Tax-free annual withdrawals of 5% (cumulative) possible
Greatest possible investment freedom with asset management mandates
Important: not to qualify as a "Personal Portfolio Bond".
Attractive for "Doms" and "Non-Doms
Protecting wealth and prosperity across generations
Tailor-made instrument for tax-optimised and individual long-term provisions as well as possible asset transfer. We
show you how it works.
Early succession planning vital due to high inheritance tax and lack of gift tax
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PET = Potentially Exempt Transfer after 7 years
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Economic participations such as joint-ownerships
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Various structuring options, also in combination with trusts
ACHIEVING GOALS
International expertise
Thanks to our market experience, we can act from the necessary global perspective. When assessing your risks and options, we put our established connections in all relevant markets at your disposal.
GENERATING PROFIT
Our team
Jürgen Fuchs
Managing Director
Daniela Imhof
Senior Client Adviser
Gabriele Manca
Senior Client Adviser
Katharina Schuler
Assistant to the Management
Loris Fumaneri
Business Operations Manager
Tamara Lopez
Business Operations
