Family assets must provide for the ongoing security of the youngest generation whilst making provision for potential care or other unexpected expense for the oldest. Assets may find themselves in a top-heavy pattern of distribution within the family, allowing potential for a substantial and sudden tax liability. Hepburn Investment provides complete assessment of assets held and presents the most advantageous structures to use. Please be aware that while we offer free consultation, thorough family wealth restructuring advice may require legal advice that generates costs, depending on the client’s country of residence.
There are huge arrays of structures available, and they can dovetail with your overseas investments to form an efficient vehicle for the maximizing of growth and the security of your estate. Hepburn Investment has a vast amount of experience navigating the relative merits of different approaches in several of the most advantageous jurisdictions in the world and in dealing with the often complex regulations. The encouraging news is that these have generally been designed to encourage an inward flow of foreign capital.
It has historically been a small minority who are able to take advantage of all the methods available in reducing tax liability. The implication of this is that the majority of us have been giving away money we are actually entitled to keep. Once we have a profile of held assets across all classes alongside timescales and family objectives we are able to
- Guide you through the huge range of options that could benefit your family
- Reduce liabilities such as inheritance tax by up to 100%
- Serve multiple income streams while maintaining growth
- Insulate key assets within a company structures
- Formalize arrangements within company structure that streamline future succession
Trusts can be Time consuming to set up, and there are often factors which can complicate setting up other company structures. Delays are occasionally unavoidable when legal specialists become involved, but we have refined the process, and we have also in many cases helped our clients find simpler ways to put the required provisions in place without the need to form a trust.
Hepburn Investment was early to see the favorable provisions for the segregation of portfolio in some of the markets in which we have a footprint. The creation of a segregated portfolio company (SPC) can introduce structures for the assignation of assets that can be extremely beneficial for succession planning. There has been a huge growth in the availability of products that market themselves as vehicles giving you the benefits of an SPC. But these do not provide a fraction of the benefits of your own structured portfolio and they fall outside the threshold for flexible provision in our trading model.
Once set up, administration of these structures is minimal, they will simply continue to function as a conduit for the security and efficiency of your growing capital.