Download our Pension Transfer Process Guide Here
Where clients see a clear need to move an existing arrangement, whether due to its possible lack of solvency or its inflexibility along with poor or
non-existent tax mitigation opportunities, we offer fully researched alternatives.
For many ex-pat clients, a dormant pension scheme can often be one of the largest assets they hold,
and an opportunity for it to be to fully and regularly reviewed should not be ignored
non-existent tax mitigation opportunities, we offer fully researched alternatives.
For many ex-pat clients, a dormant pension scheme can often be one of the largest assets they hold,
and an opportunity for it to be to fully and regularly reviewed should not be ignored
LSWM supports clients in accumulating, enhancing and preserving wealth for future generations.
We offer wealth management services world-wide, catering to clients who want suitable and objective wealth management plans, including financial planning and investment.
We offer wealth management services world-wide, catering to clients who want suitable and objective wealth management plans, including financial planning and investment.
Our Services Include:
Pension Review/Analysis & Retirement Planning |
Pension Transfers |
For individuals who currently are or were formerly members of a pension scheme(s), we can provide a full actuarial analysis.
This will give a solid perspective on not only the current solvency of the scheme, but also a clear indication whether said scheme is likely to meet client’s expectations. We can also ensure clients have a clear and realistic picture of their options as they enter retirement. |
Where clients see a clear need to move an existing arrangement ,whether due to its possible lack of solvency or its inflexibility along with poor or non-existent tax mitigation opportunities, we offer fully researched alternatives.
For many ex-pat clients a dormant pension scheme can often be one of the largest assets they hold and an opportunity for it to be to fully and regularly reviewed should not be ignored |
Inheritance Tax (IHT) Mitigation |
Offshore Trusts/Companies |
Alternative Investments |
Lump Sum Investments |
Whilst traditionally, the Offshore Advice arena has focussed on Mutual Funds and Structured Notes pretty much exclusively, there is a World of alternative options, on which LSWM are here to advise.
To name but a few, our alternative investment options include: Real Estate Investment Trusts (REITS), Exchange Traded Funds (ETF’s), Investments in dividend paying stocks (Shares) and Investments in newly formed Companies listed on the Alternative Investment Market (AIM) |
Many expats have, over the years, built up savings in various places.
What they need is to have them not only in the right place but also in the right jurisdiction and structure, not only for growth potential but also security. LSWM welcomes the opportunity to discuss this with those who are in this position and look at a range of “tailor-made” solutions. |
We at LSWM never ceased to be amazed at the number of ex-pat clients we meet who believe that due to their ex-pat status they are immune from tax that faces their beneficiaries when they die.
Whatever your nationality it is likely that on death your worldwide assets will be taxed. For most this is a voluntary tax in so much as effective planning can potentially reduce or remove the burden this places on loved ones at the time they could least do with it. LSWM can advise not only on what the liabilities could be (the bad news), but also advise the best ways to mitigate it – the good news. |
We are able to advise on the use of Offshore Trusts and Companies.
This may be for effective personal tax planning or for the Incorporation of a Company to enable the owner to be more flexible in the career/work market and enhance his/her personal wealth. |
Regular Savings Vehicles |
Life Insurance |
Most people who decide to work as ex-pats do so initially in order to find more lucrative work opportunities. Those who have made the leap must ensure they do not to lose sight of the reason for moving offshore.
With that in mind, the building up of wealth in the correct vehicle should be given great thought. LSWM can assist in this aspect and take pride in helping make sure our clients leave with more than they came with - whether this be for education fees, supporting retirement plans or funding personal passions. |
It is important to have peace of mind in life, for yourself and for your loved ones.
This is especially trues when living offshore, preparing for retirement or planning for the futures of friends and family. LSWM has established relationships with insurance providers to ensure you have contingency plans in place to prepare against financial loss, death, accidents or inability to work. |
For more information or a consultation, please use our contact form or email us: [email protected]
We offers the highest standard of wealth management and financial planning services.
Our strategies secure the financial position of clients for the future and also offer them the well balanced plan of risk and returns.
All of our decisions and wealth management plans are initiated only after the client is thoroughly informed.
LSWM make no apologies about being passionate about what we do. After all we are ex-pats ourselves and as such fully understand the issues facing our clients.
Our strategies secure the financial position of clients for the future and also offer them the well balanced plan of risk and returns.
All of our decisions and wealth management plans are initiated only after the client is thoroughly informed.
LSWM make no apologies about being passionate about what we do. After all we are ex-pats ourselves and as such fully understand the issues facing our clients.