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.

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Wealth solutions that meet your needs


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
Contact us

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