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Trusts and foundations for expats

Trusts and foundations for expats are one of the most effective ways to protect your assets and minimise your liability for UK inheritance tax. Don’t let their reputation for complexity put you off—with the right advice from an experienced professional, you’ll be able to achieve the peace of mind that comes from knowing your loved ones will receive the maximum benefit from your estate.

Whatever your situation, our experts have the experience to guide you to the right solution. Trusts and foundations for expats will help your assets grow at the same time as protecting them. We’ve designed them to be easy to set up, with a minimum of administration. In return, they offer you substantial benefits and reassurance. They represent the best way of passing your wealth intact through the generations, while allowing nominated beneficiaries to enjoy their benefits.

What is a trust?
The benefits of placing assets in a trust
What is a foundation?
The advantages of establishing a foundation
As ex-patriates of some 25 years standing we have lived in many countries and consulted a number of different companies about our financial affairs. Now as clients of PWI we have finally found the ‘peace of mind’ we have been looking for. PWI expertise, attention to detail & personal service is the best we have ever encountered. We are very happy with our investment results and improved level of income. The ‘passing on’ of our assets to our children & grandchildren is very important for us and PWI has helped us to plan intelligently both for today and for the future.Mougins, France & London UK

Find out more about planning your future
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