We are an independent company... that provides services for both corporations
and individual private clients. A significant area of our business
is dealing with the financial
needs of expatriate clients... Read
more
Welcome to our Website we invite you to use the Free Guides listed below. We are advised by our clients that these Guides have proved to be extremely useful in Preparing & Planning their Financial Affairs. Register for Our monthly Investment News and receive regular valuable investment information.
PWI Information Guides:
Monthly Investment News
QROPS-HMRC Approved Guide
Trusts-Inheritance Tax Guide
Portfolio Management Guide
Offshore Investment Guide
Offshore Banking Guide
Currency Exchange Guide
Living & Working Abroad Guide
Buying & Selling Abroad Guide
Our aims are... always to protect and preserve
capital, whilst at the same time providing the rates of growth
and returns which are appropriate to the needs of our clients, both
corporate and individual... Read more
Our investment programmes provide... security, flexibility, accessibility, low charges,
and the ability to monitor investments on-line. In all our operations
we aim to minimise tax and to contain costs...
Read more
UK-IFA's QROPS Information We provide QROPS-HMRC Approved Transfer Services for Financial
Advisors in the UK & also Globally. We will be pleased to assist You
and Your Clients with QROPS-HMRC Approved Enquiries & Transfers...
Read more
Tax Planning - Capital Gains - Inheritance
Read
more
ExPats in France We have over 30 years of experience in dealing
with clients who have moved from another country to France...
Read more
ExPats In Spain & Portugal We have over 30 years of experience in dealing
with clients who have moved from another country to Spain &
Portugal... Read more