LS Wealth Management 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.
- We offer 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.
- LS Wealth Management make no apologies about being passionate about what we do. After all we are ex-pats ourselves and as such fully understand the issues our clients face.
LS Wealth Management Services Include:
Pension Review/Analysis
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Retirement Planning
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.
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.
Pension Transfers
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
Download our Pension Transfer Process Guide Here
Inheritance Tax (IHT) & Estate Planning
We 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.
LS Wealth Management can support you to plan for what your liabilities could be (the bad news), but also present options for best ways to mitigate it (the good news). We work with our clients to ensure sufficient legacy planning is in place for future generations.
(please note LSWM are not tax advisors and we will also encourage our clients to seek specific tax advice for their jurisdiction & circumstances from a qualified individual)
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.
LS Wealth Management can support you to plan for what your liabilities could be (the bad news), but also present options for best ways to mitigate it (the good news). We work with our clients to ensure sufficient legacy planning is in place for future generations.
(please note LSWM are not tax advisors and we will also encourage our clients to seek specific tax advice for their jurisdiction & circumstances from a qualified individual)
Offshore Trusts/Companies
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.
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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 LS Wealth Management 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) |
Alternative Investments and Lump Sum Investments
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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. LS Wealth Management welcomes the opportunity to discuss this with those who are in this position and look at a range of “tailor-made” solutions. |
Regular Savings Plans
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.
LS Wealth Management 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.
LS Wealth Management 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.
Wills & Trusts
We provide our clients with a personalised Will writing service, taking into account your specific wishes for nomination of beneficiaries as well as factoring in estate and IHT planning.
We work in partnership with regulated bodies to provide promptly drafted single and joint Wills and can factor in the value of
your estate which providing steer on your IHT liabilities.
We work in partnership with regulated bodies to provide promptly drafted single and joint Wills and can factor in the value of
your estate which providing steer on your IHT liabilities.
Offshore Bank Accounts & Currency Exchange (FX) Accounts
LS Wealth Management has relationships with well-established international banks based in the Isle of Man who can provide secure multi-currency accounts for clients living offshore as well as access to debit cards, 24-hour only banking and transfers with a dedicated customer service team.
These banks also provide fixed interest savings plans that have more favourable rates of return than a typical current account or ISA and can be set up to receive regular incoming premiums and make outgoing payments.
This works well for clients who are earning a tax-free salary in a foreign currency but wish to retain savings and investments in their home/base currency - especially when coupled with one of our recommended currency exchange (FX) accounts.
These banks also provide fixed interest savings plans that have more favourable rates of return than a typical current account or ISA and can be set up to receive regular incoming premiums and make outgoing payments.
This works well for clients who are earning a tax-free salary in a foreign currency but wish to retain savings and investments in their home/base currency - especially when coupled with one of our recommended currency exchange (FX) accounts.
Life Insurance
It is important to have peace of mind in life, for yourself and for your loved ones. This is especially true when living offshore, preparing for retirement or planning for the futures of friends and family.
LS Wealth Management has established relationships with insurance providers to ensure you have contingency plans in place to prepare against financial loss, death,
medical difficulties, accidents or inability to work.
LS Wealth Management has established relationships with insurance providers to ensure you have contingency plans in place to prepare against financial loss, death,
medical difficulties, accidents or inability to work.
Mortgages
LS Wealth Management are proudly affiliated with specialist international mortgage brokers, Brunswick International Finance who offer a wide range of funding and lending options.
Brunswick are a UK FCA regulated experts in providing broker services to expatriates (particularly British nationals) and foreign nationals who are interested in buying or refinancing residential/owner-occupied, buy-to-let, commercial and investment properties. As a client of LS Wealth Management who may be interested in mortgage and financing advice, we will be there alongside Brunswick to offer support from the beginning to the end of the application process.
Please visit Brunswick International Finance at https://www.brunswickif.com/about-us for further information.
Brunswick are a UK FCA regulated experts in providing broker services to expatriates (particularly British nationals) and foreign nationals who are interested in buying or refinancing residential/owner-occupied, buy-to-let, commercial and investment properties. As a client of LS Wealth Management who may be interested in mortgage and financing advice, we will be there alongside Brunswick to offer support from the beginning to the end of the application process.
Please visit Brunswick International Finance at https://www.brunswickif.com/about-us for further information.
Accountancy/Tax Planning
It is now easier than ever to have a ‘Personal Tax Check Up’ as we have access to the Sovereign Group, who are one of the largest independent personal wealth, corporate and trust service providers in the world.
LS Wealth Management also have a long standing relationship with a prestigious UK Accountancy firm which means that our clients have access to trusted and personalised support if and when they are in need of tax status verification and any tax related issues or queries.
Please contact us directly for an introduction and to discuss where our affiliates could provide the solutions you need.
LS Wealth Management also have a long standing relationship with a prestigious UK Accountancy firm which means that our clients have access to trusted and personalised support if and when they are in need of tax status verification and any tax related issues or queries.
Please contact us directly for an introduction and to discuss where our affiliates could provide the solutions you need.
For more information or a consultation, please use our contact form or email us: info@leadsolutionss.com
