+63 929 2909788

International Estate Planning

Wherever you are based, Capital Associates financial experts can help you come up with the most constructive ways to structure your international assets while considering legal issues that may incur.

Most people believe that International estate planning is difficult to handle. Our team of experienced and skilled experts has successfully managed numerous clients with transparent and risk-free outlining strategies.

Some of our key expertises are:

  • Managing assets
  • Reducing inheritance tax, capital gains and income tax
  • Securing assets for future
  • Shifting wealth between countries
  • Showing capital and capital assets as gifts
  • Transferring wealth to family members
  • Highly focused and confidential services

What issues can worsen the situation?

When you are handling your International estate planning processes, you need to take care of multiple factors while implementing new methods. Consulting a qualified professional and proper guidance will give you peace of mind from unwanted confusion. 

For example, when an American husband or wife dies, leaving behind their non-US partner, property transfer, money deductions, and other financial dependencies become difficult when a family is survived by multi-national members.

Sometimes, there are personnel issues, religious or cultural issues that need serious handling. Our team makes sure your matters are dealt confidentially. We thoroughly understand the sensitivity of the issue and make sure that every family member is looked after properly.

Taking guidance from an authorised advisor can streamline and help you manage your property without any hassle. Associating with a reputed company such as capital associates is advisable. We are fully qualified to assist our clients to plan their financial future and offer expert one to one wealth management planning.

To find out more click here:

What we do

  • Investments
  • Pensions Planning
  • International Estate Planning
  • International Tax Advice
  • Existing Fee Analysis
  • Mutual funds Investments
  • Notes & Bonds
  • Personal 1 to 1 Planning
  • ETFs
  • QROPs
  • SIPPs

Get in touch

We would love to hear from you, so please get in touch for an informal chat or to book an appointment.

Please feel free to call us on: +Tel: +971 2 3090407 or click below

Pin It on Pinterest

Share This