Estate Planning, Will Writing, Probate Services and the Emotional Will are the core products of Michael Eddison Financial Solutions; however, there are a number of other scenarios to which introductions can be facilitated to proven providers.
Exit Strategy Planning - You only sell your business once, and finding the right buyer can be a lottery. My contact, a UK listed company acts solely for you, the vendor, specialising in identifying the purchaser who is willing to pay a premium for your business.
UK Inheritance Tax mitigation (IHT) - Sophisticated IHT mitigation planning for the wealthy, either resident in or returning to the UK – this is only appropriate for clients with a minimum taxable estate of £1 million, the assets may be either in liquid or property forms; both on or offshore.
Capital Gains Tax - Planning and advice for UK based individuals, and for those ex-patriots wishing to maintain existing UK based portfolios, on returning to the UK.
Domicile and Residence - You should always be aware of your status in the UK. There are complex rules regarding your Domicile and Residence, two very different subjects, which can seriously influence your individual tax status in the UK; these rules should not be ignored.
Tax Planning for UK based non Domiciliaries - Substantial UK assets are often owned by non UK domiciled individuals and corporate bodies who, having purchased UK assets, are not aware of the potential tax liabilities and rules for succession, on death.
Independent Tax Advice - An essential part of any strategic financial plan is dependant on good tax advice prior to the planning stage; any realistic proposals should be preceded by a Tax Review. High grade introductions, both on and offshore depending on circumstances, are offered to clients in order to identify potential pitfalls capable of thwarting your medium and long term objectives.
Retirement Planning - Your retirement planning problems can be solved through introductions to selected providers who can provide you with appropriate pension vehicles, both for onshore and offshore individuals and corporate bodies; without the necessity of having to use an Insurance Company product and their investment offerings; thus allowing freedom of investment and personal choice.
Offshore Trust and Company Structures - Following suitable tax advice individually tailored structures can be offered to suit either corporate or individual circumstances through selected providers for both on or offshore scenarios.
Corporate and Personal Security Services - In today’s world there is an absolute need for high profile individuals and corporate bodies to protect themselves, their families and their companies and seriously consider the benefits of:
- Travel Risk Management
- Close Protection Services
- Advice, Planning and Management against Kidnap for
Ransom and Extortion
