With our extensive knowledge of both onshore and offshore investment options, we can give you the options that are most tax efficient and best suit your circumstances.
Any wealth manager can only (and is only allowed to) advise you within the limits of their expertise. It stands to reason that if that expertise is broader, the range of options you can be offered will also be broader.
Only 3% of wealth managers and financial advisers, for example, feel comfortable advising about offshore options.
By contrast, at Sycamore Wealth, we have some of the leading experts in Offshore Wrappers, which can be some of the most effective vehicles for deferring tax (and completely within HMRC rules). For all that, we only recommend offshore options, or make any recommendations, if they are right for you, taking into account the whole picture.
Here are some of the key product categories that we offer: