Insights
Welcome to the Autumn Edition of the Wire
As the summer comes to close and the leaves start to brown it is clear that change has been a key theme of this year. 2024 has seen tumult in
9 September 2024
International Planning
meeting your long-term needs
At HFMC Wealth, we provide professional international financial planning services to our clients, helping them to structure and manage their finances in a manner that meets their long-term needs. Many individuals, families and Trustees have international interests which require careful, coordinated management. Our team has extensive experience in global asset management, investment portfolio construction and cross-border taxation, which enables us to establish and maintain appropriate structures for holding international assets. Our relationships with recognised specialists in the fields of international law and taxation ensure that our clients’ arrangements are both tax efficient and fully compliant.
OUR INTERNATIONAL CLIENTS INCLUDE
Those who:
- Currently live or are planning for a life overseas, either full or part time
- Are returning to the UK after a period of non-residency
- Are non-UK domiciled and currently reside in the UK
- Are a Trustee or beneficiary of an overseas settlement
- Have international business or personal interests (including international pension arrangements and employee benefit trusts)
- Have tax reporting requirements in non-UK jurisdictions, including those who have a US filing obligation.
For all of these, our specialist international division will provide a holistic approach to wealth management, coordinating the financial planning, asset allocation and administration aspects.
PROACTIVE, EVOLVING ADVICE
We work hard to ensure that our clients have access to the latest insights into international markets, as well as new opportunities for investing. We work closely with our asset management division and can arrange for overseas custody and administration where appropriate. Many of our clients are geographically mobile and so our solutions are carefully considered to include clients’ evolving circumstances, optimising flexibility in that context. We are proactive in relation to important legal changes and other developments so that our clients can remain ahead of the game. Through our professional and knowledgeable approach to financial planning, we help clients achieve their financial objectives with confidence and peace of mind.
PUT SIMPLY
By partnering with HFMC Wealth, you can rest assured that your finances are in good hands and that you have access to the professional guidance you need to make informed decisions about your financial future. We are committed to providing comprehensive and tailored advice for each client’s individual needs and our professional team is well-equipped to give the best support for international private clients as well as personal financial planning services.
Ready to start planning for your financial goals?
Schedule a free initial consultation
If you’re looking for professional financial planning services that you can rely on, then contact us today to schedule a free initial consultation. We’ll be happy to help you reach your goals both now and in the future.
FINANCIAL PLANNING
HOW WE WORK WITH YOU
Our professional team at HFMC Wealth strives to provide the highest quality of service to ensure that your financial objectives are met.
FINANCIAL PLANNING
At HFMC Wealth, we offer professional financial planning services to help our clients reach their financial and life goals. We specialise in providing advice and solutions that are tailored to the individual needs of each client.
INVESTMENT PHILOSOPHY
At HFMC Wealth, we take a professional approach to investing and asset allocation. Our experienced Chartered Advisers will help you create a tailored plan specifically for your needs and objectives.
OUR THINKING
Insights
The cost of university in 2024, and should you help a child or grandchild with their fees?
This autumn, millions of students will be heading to university – either for the first time or to continue their studies. The Daily Mail reports that 425,680 prospective students did
9 September 2024
Insights
What the US election could mean for markets
On 5 November, Americans will go to the polls to elect their next president. Until 21 July it seemed that the contest would be between the same two candidates as
9 September 2024
CLIENT TESTIMONIALS
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