Our diverse backgrounds in banks, legal and accountancy firms and trust companies means we’re experts in understanding you and your wealth. With our years of experience assisting RND clients, we’ll help you choose the right solution and clearly explain your various options.
RND investment planning: Benefit from our expertise and ease in navigating the world of RND compliant investment strategies.
Trusts: An offshore trust is a well-known and widely accepted succession and tax planning tool. As a UK RND individual, you may benefit from inheritance tax advantages by settling your non-UK situs assets into an "excluded property trust." There may also be income and capital gains tax benefits, depending on the terms and beneficiaries of your trust.
Offshore bond: An offshore bond is a life assurance-based wealth planning solution that combines well-established tax treatment with an investment portfolio tailored to your needs. You can switch investment funds and strategies in the bond whenever you like – free of charge and without incurring a tax liability.
Multi-account setup: As a UK RND individual on the remittance basis, you can optimise the tax you pay on the money remitted to the UK by keeping separate accounts – combined with booking instructions to precisely identify the origin of the invested assets.
Income segregation: To optimise the benefits of the remittance basis, you may wish to only invest in assets that allow income to be fully segregated. For example, any income element should be separately identified and can be additionally, under UK tax laws, segregated.