+63 929 2909788

 What we do

Wealth management,
designed for life

We always work with the client in mind, by delivering bespoke financial solutions.

International Estate Planning

Bespoke Financial Solutions and Asset Management

At Capital Associates, we take your financial legacy as seriously as you do. While we can’t promise to make planning for your death an enjoyable experience, we can offer estate planning services which will protect your loved one’s interests no matter where in the world they – or your assets – are located.

Some of our main areas of estate planning expertise include:

Tax Liability Management

We specialise in providing estate planning services which take into account the variation in inheritance legislation which applies around the world. This ensures that your assets are distributed according to your instructions, and that the best interests of your beneficiaries are upheld.

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

Asset Distribution

Many countries have laws in place which govern the distribution of your assets in the event of your death. We can manage any issues around this so that your wishes are respected, and can also take steps to ensure that your financial legacy is distributed with expediency.

Financial Legacy Confidentiality

A death in the family can bring conflicting interests, obligations, and assumptions between surviving relatives to a head. Our international estate planning services ensure that your privacy – and that of your main beneficiaries – is preserved with discretion and sensitivity.

I couldn’t recommend Capital Associates enough. The team helped me restructure my savings and pension. Their friendly, down to earth and professional approach was much appreciated.

Client - UAE 
Client - UAE

About us

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We would love to work with you – so please get in touch!

Get in touch today

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