Manage your wealth the right way
Wealth management is an ongoing process. It requires very different approaches depending on what stage of your life you are at – building wealth requires different strategies to the preservation of acquired wealth.
Whatever stage you are at, our advice process is centred on educating our clients to build the right strategies and select the right assets for their personal situation.
Through our strong relationships with banks and asset managers across Ireland and many overseas territories we help private and corporate clients to manage their wealth and preserve capital. We also have access to institutional rates which means your bespoke portfolio has more scope for growth and less exposure to unnecessary charges
Like many aspects of Imperius Wealth financial planning, life-long education is inherent in our wealth management service – we work transparently alongside our clients every step of the way and go out of our way to make sure you benefit from at least some level of knowledge transfer.
That may include:
Once we have established these parameters, informed and consulted with you, and completed our due diligence, we build your investment and wealth management portfolio.
Of course, we create this together taking into account your existing assets. If you have an existing investment portfolio, we can dissect it, align it with your current requirements and establish how we can add value.
Below are some of the options we have to help us manage your wealth in the most effective way.
Tax Planning Strategies
Tax is a fact of life. The more tax jurisdictions you have been linked to, the more complex this area can become.
It is important to act on your expatriate status as quickly as possible to maximize tax savings. We are constantly abreast of legislation that benefits our clients and incorporate that into all our wealth management and investment services.
As a group we have strategic alliances with many discretionary managers, so whatever your investor profile – we have a solution to suit.
As financial markets see increasing volatility, shares, exchange rates and commodity prices fluctuations can be hard to track – potentially to the detriment of your wealth and investment portfolio.
Discretionary portfolios often provide a sound balance between constantly monitoring your assets and risk tolerance and retaining control of the direction of your wealth management.
Bespoke Structured Investment Products
With direct links to top-tier banks and consistent trading volume we have the ability to secure bespoke products at preferential pricing.
This means you gain further flexibility to combine assets to exactly match your desired risk profiles – often while building in capital and income assurances.
Never has it been so important to review your portfolio regularly and re-balance according to the markets. We have a wide range of options that can enhance many existing portfolios.
Whatever your current wealth management situation, it is worth having a review of your portfolio to see if we can improve it.
Investor Visa Funds Placement
The first step to retiring overseas is getting the requisite visa. More and more countries now offer access to “Golden Visas” or “Investor Visas”, this can be a way of using your wealth and retirement plans to secure residency in a country that offers favourable tax treatment or high living standards. As Ireland is part of the EU, you have the right to move and settle anywhere else in the EU, provided you have sufficient financial means to do so.
Trusts and Estate Planning
Trusts and legacy planning are essential to many wealth management plans.
With access to many types of trusts in many different countries we can often show clients solutions they did not know existed. We will introduce and recommend trusts to you as part of an overall review.
Inheritance Tax Provision (IHT)
It is never too early to address inheritance tax planning.
Often your loved ones will have to deal with Inheritance Tax issues at a time of great stress and the complexity of these issues is often overwhelming. We have a variety of instruments and planning ideas to minimize IHT but like all tax strategies time is of the essence here.
If you would like to discuss your Wealth Management options Contact us today to organise a complimentary meeting