Services

Affiliated Services

Inheritance Tax (IHT)

If you have a UK connection or intend to move to the UK, IHT needs consideration. Arguably a very unfair tax, reforms are coming, and quality advice is needed. Whatever your approach from ‘do nothing’ to ‘start giving away assets’, there are many ways of planning ahead to reduce or avoid this unnecessary tax. Speak to an Elite adviser.

Life assurance

Never underestimate the vital requirement to hold life assurance, especially when there are children in the family and/or outstanding debt on a family home. Always insure the income earner(s) as well as those who may not work but have a vital role in the home.

Pensions

Whether you have frozen personal or company schemes from past employment, defined benefit or defined contribution arrangements, you need to double check your social security contributions towards a state pension or just want to save more towards your retirement, taking an opinion from an Elite expert is essential.

Critical Illness protection

Suffering a critical illness can have as devastating an effect on the family and family finances as a premature death.

Property

Those looking for property to buy in the UAE or UK, as an end user or as an investment, may be interested in our property consultancy service.

Family Trust Planning

Often seen as complex, trusts are regularly ignored. Whether the purpose is asset protection, succession planning, tax mitigation or probate avoidance, they must be considered for many assets including investments, property, life assurance and critical illness policies.

Foreign Exchange

Give our inhouse FX service a try and compare rates to your current provider. Typically we beat the bank rates by a substantial margin and are happy to provide an indicative rate.

Services

Planning as Non UK domiciled

Tax Efficient Repatriation

Tax Efficient Retirement Planning

Tax Efficient Investments