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Wealth Preservation
Preserve your wealth, wherever life takes you.
A FISICS Wealth Preservation Plan has the same purpose but must protect wealth that is exposed to international characteristics.
What does this service involve?
The person may own assets in another country, have previously lived elsewhere, plan to move, have family or beneficiaries abroad, hold another nationality or become subject to another country's tax and legal systems. Wealth that is well protected under one country's rules can be exposed differently under another country's rules.
Identify
Identify where every material asset is located and which countries may claim tax or legal jurisdiction over it.
Consider
Consider local income, capital, inheritance, estate or wealth taxes and any relevant double-tax relief.
Review
Review ownership structures, succession rules, reporting duties and social-security consequences across relevant countries.
Plan
Plan before a move or cross-border transfer so wealth is not unintentionally exposed to avoidable tax, legal or regulatory problems.
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've reached a point where protecting wealth matters more than chasing growth
You've spent years building your assets and now want to make sensible decisions about keeping them secure and useful.
Your wealth is spread across different places
You have investments, pensions, property or cash in several places and you're no longer sure how well everything works together.
Your investment approach no longer feels right
The strategy that suited you years ago may not reflect your priorities, circumstances or tolerance for risk today.
You've been managing everything yourself for years
Your financial position has become more complex and you would value an independent review of what you have in place.
You want a clearer view of the risks around your wealth
You want to know where you may be unnecessarily exposed and what could be done differently.
What could happen without a plan?
The value of your wealth can quietly fall
Inflation, tax and charges can reduce what your wealth is really worth even when the headline value appears to be growing.
You could pay more tax and charges than necessary
An old structure can remain in place long after circumstances have changed.
You may draw down your capital too quickly
Without a clear plan, supporting your lifestyle can gradually reduce the wealth you hoped would last.
Old decisions can continue shaping your future
Arrangements that once made sense may no longer reflect your priorities, leaving your wealth less flexible than it could be.
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've reached a point where protecting wealth matters more than chasing growth
You've spent years building your assets and now want to make sensible decisions about keeping them secure and useful.
The value of your wealth can quietly fall
Inflation, tax and charges can reduce what your wealth is really worth even when the headline value appears to be growing.
Your wealth is spread across different places
You have investments, pensions, property or cash in several places and you're no longer sure how well everything works together.
You could pay more tax and charges than necessary
An old structure can remain in place long after circumstances have changed.
Your investment approach no longer feels right
The strategy that suited you years ago may not reflect your priorities, circumstances or tolerance for risk today.
You may draw down your capital too quickly
Without a clear plan, supporting your lifestyle can gradually reduce the wealth you hoped would last.
You've been managing everything yourself for years
Your financial position has become more complex and you would value an independent review of what you have in place.
Old decisions can continue shaping your future
Arrangements that once made sense may no longer reflect your priorities, leaving your wealth less flexible than it could be.
You want a clearer view of the risks around your wealth
You want to know where you may be unnecessarily exposed and what could be done differently.
