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Ideas and Strategies

In this section you will find details of our ideas and strategies.

These are split as follows:

Tax Strategies: This section outlines a selection of current tax strategies. We source the best solutions from quality firms across the globe. Our providers range from the very best known accountancy and tax practitioners through to niche providers, and blue-sky thinkers.

Corporate Services: Many offshore tax strategies require the provision of offshore company and trust services. We can make introductions to excellent corporate services professionals in a variety of jurisdictions. This section provides information and ideas in related to the offshore fiduciary business. 

Specialist Insurance: Highly personalised insurance bonds like the Wellington Shield Life Contract have been designed for use as an alternative holding structure to a traditional offshore trust or a nominee arrangement. Unlike traditional insurance policies, which strictly restrict investment of the policy premium to collective investment funds, these policies allow the insurance premium to be invested, at the request of the policyholder or an investment advisor, in private assets such as the shares of an offshore company that can be managed by a corporate service provider.

 
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