Specialist financial planning practice

Investor Visa Services

Investor Visa Services

Our service for clients investing under the Tier 1 Investor Visa programme is unique. Home Office qualifying investment portfolios are designed, constructed and managed to reflect our clients’ return objectives, tolerance for volatility and investment experience; furthermore, if required we can combine cutting edge wealth management with specialist UK and international tax advice, all tailored to the individual needs of our client.

Our proposition has 3 main components.

  1. We build and manage Tier 1 Investor Visa compliant portfolios. Our overall investment philosophy and systematic approach is where, in our view, we differentiate.
  2. We advise on how best to allocate assets for liquidity, investment returns and tax optimisation having used detailed cash flow modelling to inform our recommended strategies.
  3. We advise on efficient planning for UK Capital & Estate taxes, how best to organise UK real estate investment and how business interests should be structured. We also assist with the co-ordination of tax issues in our client’s home country or other jurisdictions where assets may be held.