Grow
Building wealth across borders
Your wealth, wherever the world takes you.
A FISICS Wealth Creation Plan pursues the same wealth target but must recognise that the person or their family may be connected with more than one country. A structure that is efficient in one country may not receive the same treatment in another.
What does this service involve?
The plan involves the different products, tax rules, reporting requirements, currencies and restrictions that different countries can have.
Map Countries
Map the countries connected to the person, their family, assets, income and intended future lifestyle.
Tax and Legal
Compare the tax and legal treatment of savings and investment structures across those countries.
The Future
Consider product eligibility, portability, currency exposure and the effect of a future move before making long-term commitments.
Review
Review the wealth-creation strategy whenever a new overseas characteristic arises rather than waiting until after the change.
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 want your wealth to grow meaningfully
You are thinking beyond simply saving and want to build substantial wealth over the years ahead.
You're unsure how your pension fits into the bigger picture
You have been told to put more into your pension, but you are not sure how it should work alongside everything else.
You know you should have started sooner
You have been putting your wealth building off and now want to understand what you can do from where you are today.
Your business is growing, but your personal wealth isn't
Your attention has been on the business and you want to make sure your own financial position is moving forward too.
What could happen without a plan?
Your income can disappear without becoming lasting wealth
Earning more does not automatically mean building more, particularly when there is no clear plan for what happens to your surplus income.
Tax can quietly reduce what you keep
Without careful planning, you may miss opportunities to use available tax allowances and structures effectively.
Your financial decisions can become reactive
Without a plan, major changes in income, business or family life can lead to rushed decisions rather than considered ones.
Your future wealth may fall short of your potential
Two people can earn similar incomes and end up in very different financial positions because of the choices they make along the way.
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 want your wealth to grow meaningfully
You are thinking beyond simply saving and want to build substantial wealth over the years ahead.
Your income can disappear without becoming lasting wealth
Earning more does not automatically mean building more, particularly when there is no clear plan for what happens to your surplus income.
You're unsure how your pension fits into the bigger picture
You have been told to put more into your pension, but you are not sure how it should work alongside everything else.
Tax can quietly reduce what you keep
Without careful planning, you may miss opportunities to use available tax allowances and structures effectively.
You know you should have started sooner
You have been putting your wealth building off and now want to understand what you can do from where you are today.
Your financial decisions can become reactive
Without a plan, major changes in income, business or family life can lead to rushed decisions rather than considered ones.
Your business is growing, but your personal wealth isn't
Your attention has been on the business and you want to make sure your own financial position is moving forward too.
Your future wealth may fall short of your potential
Two people can earn similar incomes and end up in very different financial positions because of the choices they make along the way.
