WorldWide Wealth Solutions bring innovative investment opportunities, specialist pensions including international pensions and tax planning solutions to professional advisers and their High Net Worth clients.

Whether advisers are seeking to add new and interesting solutions to their client’s investment portfolio, deciding what the best pension vehicle for their retirement is or maybe looking to help provide a creative solution to a particular corporation or inheritance tax problem, we can help.

Financial Advisers are expected to provide answers to an increasingly diverse and complex range of questions. We can assist advisers by helping to create tailored solutions to their clients’ needs.

WorldWide Wealth Solutions benefit from good working relationships with professionals from disciplines that complement the activities undertaken by us. Through these contacts, built up over several years, the adviser has the leading edge to ensure a thorough, professional and top quality job, which can only be obtained from this wealth of combined skills and knowledge.

Areas of expertise include:

International Pensions

• Qualifying Recognised Overseas Pension Schemes (QROPS)
• QROP Annuity
• Section 615 Pensions.
• International Pension Scheme (IPS).
• Qualifying non UK Pension Scheme (QNUPS).
• Employer Funded Retirement Benefit Schemes (EFRBS).

International pensions fall outside the scope of the EU Savings Directive. There are no limits to the contributions made into all international pensions so assets already possessed may be transferred into these schemes. Please see section on International Pensions for further details.

Tax Planning

Nobody wants to pay more tax than they need to, but keeping your tax bill down requires real expertise in tax planning, especially if you want to keep it low year after year and avoid costly and time consuming investigations by HM Revenue & Customs (HMRC).

We work with specialists that can help individuals, owner managed businesses and corporate clients to effectively manage their tax planning. No two clients are the same so we can help if necessary build bespoke solutions for their tax planning requirements.

Areas of Tax Planning include

• Individual Tax Solutions such as Inheritance Tax (IHT),Wealth Management, General Tax and Trust Planning, Asset Protection Trusts, Non-Domicile Planning, Capital Gains Tax Planning. Individual Tax Planning
• Business Tax and Corporate Planning. Areas of tax planning for the corporate client include - Share Schemes, Corporate Restructuring, Employee Trust, Corporate Tax Efficient Investments, Company cash extraction. Business Tax Planning

Investment Solutions

WorldWide Wealth Solutions offer access to a range of funds designed to add some colour to your pension, private or company investment portfolio. Funds available include Connaught Income Funds, New Earth Solutions Recycling Facilities Investment, Business Secured Lending Fund, Football Priority Assets, to name but a few. See Investments page for further details.

UK Pensions

We are able to offer advice in all areas including Self Invested Personal Pensions, Group Occupational Pension Schemes, Small Self Administered Scheme and Pension Transfer Service.