Useful Links

AJP Worldwide

AJP Worldwide is a private asset broker, specialising in servicing prestigious and bespoke alternative assets from around the world. They recognise the importance for an inclusion of alternative strategies to pension and investment portfolios.

Blackden Financial

Blackden Financial, established in 2003, is a boutique, Swiss-based specialist in impartial asset management and wealth management protection. Their clientèle involves the International community in Switzerland and beyond.

Castle Trust Group

Chaired by Steven Knight, Chairman Association of Pension Fund Administrators.  Formed 20 years ago. Member of IAPA. QROPS only

Concept Group Limited

Concept Group is a licensed fiduciary company based in Guernsey, specialising in tailored financial solutions. Is an innovator and developer of Offshore products, in particular the use of QROPS. Aurora QROPS is Concept’s pioneering QROPS product launched Aug’ 2007, the world’s 1st multi-member personal QROPS scheme.

Gander Tax Services Limited

Gander Tax Services Limited is a small family run practice specialising in bespoke tax planning that take advantage of approved tax reliefs and techniques. We can help you choose the option that will lead to the smallest amount of tax being paid, whilst ensuring it is practical and still meets your main objectives.

Organising your financial affairs in a tax efficient way can not only save you money but it can provide you with more control over your wealth, now and in the future. We want you to have peace of mind that you have protected the money you have worked hard for and the people in your life that you care about.

Having both worked for the Big Four accountancy firms we have a wealth of expertise, knowledge and experience. Through our established taxation business, we can pass this expert advice on to you at much lower rates, with the added benefit of always dealing with the same two advisors.

Initial one-hour meetings are free of charge and you are under no obligation to take up our services.

International Adviser

International Adviser provides in-depth news, insight and analysis for professional advisers and intermediaries around the world

James Rosa Associates

James Rosa Associates are licensed debt advisors who specialise in providing “tailored financial reconstruction” with a bespoke, firm-based approach to both individuals and businesses.

If you are a private individual or a company owner/director struggling with unmanageable debt, then James Rosa Associates can help. We deal with a broad range of clients, working with them on a bespoke process designed to resolve their specific debt problems (such as bankruptcy, negotiated settlements etc) which is tailored to their own unique circumstance.

James Rosa Associates are authorised and regulated by the Financial Conduct Authority.

Lexander Real Estate

Lexander Real Estate (LRE) established in 1995 by Robert Pugh, a qualified Chartered Surveyor (RICS) with over 30 years’ experience in the UK property market, provides real estate solutions for High Net Worth individuals, Private Offices and Wealth Managers requiring a single point of contact. LRE offers a discrete, personal service to clients from purchase, letting and management towards the point of sale. Based in Central London with Pan Emirates Properties based in Dubai as a business partner, LRE has the capability of providing a gateway to investors from UK and Europe who wish to sell, buy, let properties and introduce investment opportunities throughout the United Arab Emirates.
Additional Services

  • Investment opportunities to create income producing and capital value enhancing residential portfolios.
  • Guidance for tax efficient structuring advice for off shore companies and monitoring of UK Government changes in legislation that may affect the clients wealth status – through associated companies.
  • Ability to introduce investors to capital and mortgage advisors if required.

Maven Business Advisory

Maven Advisory is a firm of high quality business advisors and entrepreneurs, operating across London and the South-East.  All our advisors have lengthy business experience at either having owned their own business or at a senior corporate level. Like you, they understand local market conditions, however Maven also has access to a national network and international business advisory knowledge and contacts. We assist business owners of all backgrounds and industries to get the most out of their business.

PraxisIFM

PraxisIFM Trust, now one of the world’s largest owner-managed and truly independent fiduciaries, can handle the formation and administration of offshore structures including trusts, companies, foundations, limited partnerships and protected cell companies from all major jurisdictions, with the administration carried out from any of their operational offices in Guernsey, Jersey, Geneva, Malta, Luxembourg or New Zealand. This includes services for International Americans.

The Richmond Fiduciary Group

The Richmond Fiduciary Group which operates from Richmond House in St Peter Port, was established in Guernsey in 1988 by Alan Chick and it remains, over 20 years later, owned by its resident directors. It has grown organically and now employs over 35 staff with the head office in Guernsey but with a representative office in China too. Richmond’s directors and senior managers have well over 250 years of combined experience in the finance industry which enables them to provide a high quality and personal service to their clients. The Pensioneer Trustee Company (Guernsey) Limited is the pension arm of the group and specialising in the provision of International Pension Plans, Employee Benefit Solutions and Gratuity Reserve Schemes to the International sector

Sestini & Co

Sestini & Co are specialists in International personal tax with 20 years’ experience of advising individuals and companies on cross-border tax planning and private client tax planning. Our focus is advising individuals who have an international element to their lives, whether they are UK resident but non-domiciled, non-UK resident, returning to the UK from abroad, or if they simply have work or investments in other tax jurisdictions. We can assist international and UK-based individuals with their UK and US personal tax return filings.

Sovereign Group

Sovereign Group provides a full range of cross border wealth management through a worldwide global network. Core business is the creation and management of companies, tax and succession planning. Sovereign is a leading international provider of QROPS and QNUPS enabling business to be conducted in clients’ first language and own time zone through their 31 worldwide offices.

Tax Architects

Tax Architects are a group of experienced, professional tax advisers giving high quality tax advice from qualified experts. Chartered, certified accountants who specialise in designing and implementing tax solutions that protect your assets.

Thomas Miller Investment

Thomas Miller Investment: Thomas Miller manages assets for both corporates and private clients, with assets under management of bn. They also manage a range of funds that focus on capital presentation with investment principles emphasising risk management, active asset allocation and the preservation of capital.

Trireme Pension Services

Trireme Pension Services (Malta) Limited provide a wide range of Maltese regulated pension solutions including QROP and QNUP structures.

Zeta Group Holdings Ltd

Zeta Group Holdings Ltd is a company founded on over 25 years experience in the Far East in asset management and today specialises in boutique private equity funds in selected investment opportunities. Following the recent short term correction in the price of gold, the company has concluded an Option with a reputable Canadian mining group to purchase one tonne of gold at a strike price of US$500 per ounce. This has enabled the company to launch a unique private equity gold fund with very attractive returns and downside hedge protection.

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