PRIVATE CLIENT
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Did
you Know ?
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That
non tax residents from the UK cannot continue contributions
into a UK endowment policy.
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For
a cost of £250 per year, a trust structure can protect
assets against a 40% inheritance tax liability.
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That
inheritance tax can be avoided by structuring existing investments
into a trust recognised by world-wide tax systems.
- Offshore
investments may not negate liability to tax but rather they
put you in control of when, where and if you pay it.
- Transferring
existing investments in a trust does not require the sale of
those assets.
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Our commitment to provide our clients with sound, discreet advice
has an ultimate goal in mind:
Securing
your Future
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Faulkner International
helps private clients reside set up and manage their businesses in
Europe, Eastern Europe, the Far East, Scandinavia,
or South America.
Faulkner International
act as an international co-ordinator, making sure you are respecting
the laws of your host country but ensuring a long and prosperous
future for your interests.
Faulkner International
have built long term and mutually beneficial working partnerships
with our professional introducers, which you will agree is the foundation
for sound business.
Faulkner International
can be and often are a "Home from Home" base, there to provide a
permanent reference centre, which is both necessary and reassuring.
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| Click above to request a call back from a Faulkner
International representative. |
Private
clients wishing to live, work or own properties in Europe,
Eastern Europe, the Far East, Scandinavia, or
South America often ask the same questions:
- What is the best way to structure our assets for these countries?
- We need help to file our basic statutory tax returns.
Do you offer this service?
- What is wealth tax all about? Do I need to file a return?
- Should I be aware of any other taxes?
- What happens to our foreign income?
- How do I become resident of these countries?
- Bureaucracy in some European countries can be a little bewildering.
Can you help?
- How can I set up a business in these countries, in accordance
with the regulations, but not paying anything I do not have
to?
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Relocation, integration and
residency in Europe, the Far East, Eastern Europe, South America
or Scandinavia. |
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All-important issues for anyone considering employment
in a foreign country! Problems facing staff who relocate extend
beyond the job itself. As part of Faulkner International's overall
service we will be able to assist in smoothing this transition. An
exact costing for the work we undertake in this area is available,
in writing, from our office. Importantly, any charge made by us in
this connection is fully refundable once the individual concerned
is involved in any one of our Investment Programmes.
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| Offshore mortgage planning. |
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Many of those who come to work in Europe or the Far East
decide, over time, to purchase a property. Faulkner International
have, therefore, developed a database of Mortgage Lenders who are
able to provide competitive and flexible loan facilities, selected
and tailored to individual requirements. And thanks to our well-established
working relationship with a number of prime European lenders, we offer
expert advice and guidance on not only the handling of mortgages,
but also the arrangement of mortgages using a variety of currencies.
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| French Property Purchase, advice & assistance. |
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| Faulkner International has extensive experience
of residential and commercial property purchase. We can provide local
lawyers, notaries, accountants and even private banking facilities.
We can provide a comprehensive and tax efficient property purchase
structure, potentially involving SCI and Trust Structuring. If you
would like a Personal Profile Analysis, please contact our branch
in France, or request a brochure. |
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| Tax Sensitive
Financial Planning. |
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Whilst abroad, it is very important for you to arrange
your affairs in order to take advantage of the variations that exist
between the applicable tax jurisdictions.
All major Investment Houses and Institutions with whom Faulkner International
are connected offer investment vehicles whose return is allocated
on a Tax-Free basis, subject to the timely and correct planning of
one's tax affairs. This applies to both Capital and Regular contribution
arrangements.
Managing a UK property whilst abroad can also pose tax as well as
logistical problems. It is essential to be aware of implications in
these areas prior to making plans that need to be re-adjusted from
arms length, having moved overseas.
Please Note - Evaluating or setting up a personal tax structure,
is a costly exercise. We require a commitment fee of €500 which
is offset against fees incurred evaluating your requirements. |
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| Retirement provision - maximising pension advantages. |
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During an expatriates time abroad, it is of paramount
importance that they make provision for their retirement. It is surprising
how many people overlook this fundamental requirement for future security.
Faulkner International offers a wide selection of offshore retirement
plans for both individuals and corporations. As part of these ''made-to-measure'
policies, we can also include early access, phased retirement and
the transfer of pension plans or 'frozen' pensions.
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| Regular Savings. |
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One of the most effective ways of building capital is
by saving on a regular basis. Long-term and short-term plans can be
arranged and are available in most currencies. Faulkner International
will advise you on the suitability of a particular savings plan and
will ensure not only security and confidentiality but also the maximum
potential for growth and tax efficiency.
We have multi-national tax expertise providing a very valuable resource
for our clients. Co-ordinating international affairs is both complicated
and exacting. Our consultants' expertise ensures that your financial
house is in order - peace of mind for you and your family!
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| Capital Investment. |
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Faulkner International offers investment portfolios for
individuals, trusts and corporations. Portfolios are structured for
tax efficiency, confidentiality, growth and income and are placed
offshore with the appropriate legislative security.
A balance between growth and security can be achieved in parallel
with built-in flexibility and immediate access to capital if required.
Alongside personal service detailed computerised statements are available
to keep you fully informed.
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| School Fees Planning. |
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Preparation is vital to secure the best education for
your children; the earlier the better. Faulkner International has
a variety of specialist schemes that are suited to the needs of your
children at the various (often-expensive!) stages of their education.
We offer professional advice on the forward planning required to minimise
the impact of your financial commitment.
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| Insurance. |
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One of the first steps in investment planning is to protect
that which you have already accumulated. Whether it is for your family
or for your business, Faulkner International can arrange protection
insurance against untimely death and loss of income due to sickness,
accident or a critical illness. In some cases, we can recommend ways
of reducing inheritance tax liability via the use of appropriate offshore
Trusts and Companies.
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| Tax Advice. |
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Faulkner International works closely with an affiliated
specialist company, to offer international tax planning advice.
With extensive experience in this highly specialised field, We
can structure investments and other assets to fully utilise the
existing international tax treaties to maximise tax saving opportunities.
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| Portfolio Management. |
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With extensive experience of the tailor made requirements
for both the individual and corporate investor, including purchase
and resale of ESPP, stock and stock options. Faulkner International
has the latest technology available to ensure up to the minute detailed
information, forecasts and analysis, including direct access to Standard
and Poors Micropal tracking facilities.
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| Offshore
Trusts. |
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Faulkner International has an extensive and comprehensive
insight into the various trusts available on and offshore, including
Discretionary, Non-discretionary, Revocable, Grantor, Family Retained
Interest Will and Protection Trusts.
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| Guaranteed Funds. |
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A comprehensive and tax efficient number of investment
vehicles are available to Faulkner International clients, dependent
on their level of capital potential needs, ranging up to 100% security
and offering the maximum income potential.
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