For clients who are also involved in their own business, there are many ways of setting up structures to protect Partnership Agreements, Succession Planning, risk to the business of Key People not being around, Employee Benefit schemes to help retain staff and Loan Account Protection.
Whenever someone goes through a change in life stage, it is important to gauge the impact of that change on their life financially and try to put something in place if possible to mitigate any unforeseen issues.
There is one further life stage which if possible is even more important, but that can be addressed more easily in many ways. That is Retirement. There are many ways for planning a retirement and with them come assorted risks and benefits.
This is a niche service that is provided by Ikhaya Wealth. A few years ago, the pension laws in the UK changed to allow an individual who no longer resides in the UK but who still has a pension there (company or private), to now be able to move that pension into a new vehicle in their own name.
Whether clients are looking for domestic or offshore investments, they should be aware of the various investment products that are available and make sure that the one they choose is the best and most correct one for that client under the circumstances that the investment is being made.