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Investment Planning
Make your global wealth work harder.
At it's core, the FISIC investment plan has the same purpose but the person has one or more international characteristics that can change what is suitable. They may have lived abroad, plan to move abroad, hold another nationality, have family or children overseas, own foreign assets, receive foreign income or have future spending in another country.
What does this service involve?
The Investment plan must be tested across more than one tax, legal, regulatory and currency environment.
Identify every country
Identify every country connected to the person, their family, assets, income, nationality, residence history and future plans.
Double Tax Treaties
Consider tax residence, double-tax treaties, visa or residence rights, reporting requirements and local investment rules.
Assess foreign-currency
Assess foreign-currency exposure and whether investments remain available, portable and tax-efficient across relevant countries.
Review Portfolio
Review the portfolio before any international move or material overseas change so an otherwise suitable domestic investment does not create an unintended problem in another country.
Which best describes you today?
You may be considering this because your circumstances have changed, you're planning ahead, or you simply want greater clarity.
You have a significant sum ready to invest
You want to make an important investment decision carefully rather than rushing into something that may not suit you.
Your investments have built up over time
You have money in different accounts or investments and are no longer sure whether they still work well together.
A large sum of money is coming your way
A business sale, inheritance or property transaction means you need to decide what to do with a significant amount of capital.
You want a strategy, not a product
You are looking for a long-term investment approach that connects to your wider financial plans.
What could happen without a plan?
Your investments can lose their purpose
Money spread across different accounts and products can become disconnected from what you actually want it to do.
Important opportunities can be missed
A major financial event may require careful investment decisions, and delaying them can leave large amounts of money sitting without a clear purpose.
Complexity can grow over time
Old investments, forgotten pensions and multiple accounts can make it harder to see what you own and whether it still works together.
A major event leaves you making decisions under pressure
An inheritance, business sale or sudden change in circumstances can arrive before you've had time to work out what to do with the money.
You don't know whether you're on track
Markets move and your portfolio changes, but without a clear strategy, it can become difficult to know whether your investments are actually doing what you need them to do.
Which best describes you today?
You may be considering this because your circumstances have changed, you’re planning ahead, or you simply want greater clarity.
What could happen without a plan?
You have a significant sum ready to invest
You want to make an important investment decision carefully rather than rushing into something that may not suit you.
Your investments can lose their purpose
Money spread across different accounts and products can become disconnected from what you actually want it to do.
Your investments have built up over time
You have money in different accounts or investments and are no longer sure whether they still work well together.
Important opportunities can be missed
A major financial event may require careful investment decisions, and delaying them can leave large amounts of money sitting without a clear purpose.
A large sum of money is coming your way
A business sale, inheritance or property transaction means you need to decide what to do with a significant amount of capital.
Complexity can grow over time
Old investments, forgotten pensions and multiple accounts can make it harder to see what you own and whether it still works together.
You want a strategy, not a product
You are looking for a long-term investment approach that connects to your wider financial plans.
A major event leaves you making decisions under pressure
An inheritance, business sale or sudden change in circumstances can arrive before you've had time to work out what to do with the money.
