All manner of circumstances can cause your wealth to diminish, some inevitable and some unpredictable. Whether it is taxation change, volatile markets, inflation, changes in your personal life, the one constant is you need to plan to protect your wealth.
Credenda Associates can help structure your wealth in a way that minimises the impact of changes. We can help you diversify your assets to spread risk, or discuss trusts that could protect your Wealth in the UK and overseas.
Protecting the wealth of expats needs to be done in a way that doesn’t cause its own problems such as barring you from access to your capital for fixed periods when you may need access to it. We will look at your estate and consider all the options available, we can in certain circumstances even unlock the value of your private pension to ensure the value is retained by the family not the state.