Structure your wealth with a range of trust, tax and insurance solutions designed specifically for you.  Our Wealth Investment Managers will give you a fresh perspective plus new insights into  your estate planning and wealth management.

Call me

Wealth solutions that meet your needs

  • Investments

    What you get:

    • Bespoke structured notes and derivatives
    • Unit trusts
    • Exchange Traded Funds (ETFs)
    • Collective investment schemes
    • Onshore and offshore global segregated share portfolio solutions
    • Onshore and offshore stockbroking
    • Discretionary fund solutions
    • Risk management solutions
    • Equity monetisation
  • Estate planning

    What you get:

    • Living wealth plan
    • Estate planning advice relating to the use of trusts and other entities for asset
    • Protection and succession planning purposes
    • Strategies to deal effectively with estate taxes and death
    • Assistance with exchange control matters
    • Drafting and reviewing of estate planning related agreements
  • Trusts and Wills

    What you get:

    • Drafting and advice on Trusts and Wills
    • Review and amendment of existing structures
    • De-registration of unwanted trusts
    • Charitable trusts and public benefit organisations
    • Trusteeships and trust administration (local and offshore)
    • Executorships and estate administration services
  • Insurance

    What you get:

    • Inheritance and estate planning solutions (estate liquidity provision)
    • Business insurance
    • Buy-and-sell cover
    • Contingent liability
    • Key person
    • Tax-efficient use of insurance vehicles (e.g. trust-owned endowments and sinking fund policies)

Grow your wealth

Call me

Call us on: 

0860 265 265

Email us at:

Wealth Assist operates from Monday to Friday from: 08:00 - 16:30