WEALTHPassing on what you have built
Planning who receives what, when and how, so wealth and businesses pass to the next generation smoothly and tax-efficiently, with the family’s values intact.
What we help with
Inheritance tax planning
Understanding the tax your estate could face, and legitimate ways to reduce it.
Trusts
Using trusts, such as Discounted Gift Trusts, to pass on wealth while keeping an income.
Wills and guardianship
Working with your lawyers so your wishes are clear in every country where you hold assets.
Business succession
Planning for the day you step back, including shareholder agreements and cover.
Estate liquidity
Life cover to pay tax bills or equalise inheritances, so assets need not be sold in a hurry.
Family conversations
Helping the next generation understand the plan, and their role in it.
One relationship, five steps
The same adviser from the first conversation onwards, supported by our team.
- 01DiscoverWe get to know you, your family and what matters to you.
- 02PlanWe set out clear recommendations in writing, with every cost shown.
- 03Put in placeWe implement the plan and take care of the paperwork.
- 04ReviewWe meet regularly and adjust the plan as your life changes.
- 05Pass onWhen the time comes, we help the next generation take over.
Common questions
Who do you work with?
Individuals, families and business owners in the UAE and around the world, many of whom live and work across more than one country.
How do you charge?
It depends on the service. We explain every fee and commission in writing before you commit to anything.
Do I need to live in the UAE?
No. We work with clients worldwide, and our plans are built for families who move between countries.