Tax and trusts advice

We've specialised in providing wealth protection and financial planning advice to private clients and institutions for over 30 years. So we're well placed to advise you on tax matters across international borders. This may include:

  • Private clients seeking guidance on reducing inheritance and estate tax liability; planning international investments; real-estate, portfolio and succession planning
  • Corporate clients seeking legal and fiscal advice on how to structure their companies, income streams, royalties and intellectual property rights; acquisition, merger and succession planning.

Our senior consultants can assess the suitability of using international trusts; foundations; and international and domestic companies depending on your needs and circumstances. Furthermore, we work with many leading international accountancy and law practices to provide practical solutions for associated services.

Click here to arrange an informal chat about tax and estate planning - without obligation Conversations will be conducted in your own language

Corporate tax planning, trusts, and company formation

We advise companies and organisations on tax planning, including publicly quoted companies.

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F&N Investment Portfolio Management

None of the information, whether in part or full, should be copied, reproduced or redistributed in any form nor should it be regarded as an offer or a solicitation of an offer for investment. You should satisfy yourself, with your financial advisor, that the products and services offered are suitable for you and that you are not prevented from accessing such services or products by restrictions placed on you by the relevant fiscal authorities in your normal place of residence nor that it is unlawful for you to participate in such products or services as may be stipulated within the laws of the country, state or jurisdiction where you may either be a citizen or normally reside.

You should bear in mind that the value & prices of investments can go down as well as up, and you may not get back the full amount invested. Past performance is no guarantee of future performance. Currency fluctuations will affect the value of overseas investments. Emerging Markets can be more risky than developed markets. Current tax levels and reliefs may vary and will depend on your personal circumstances.