Case Studies - Wealth Strategy 2

Through his business success and through advantageous sales of property, Mr R had £7million to invest. Mr R’s priority was to create a tax-efficient income; however Mr R did not expect to require access to the invested capital, for many years. Mr R was planning to leave UK permanently when his children had completed their education in about 17 years.

Specialist Solutions advised Mr R on an investment structure which not only provides tax-efficient income but also defers tax on capital gains until the capital is required, effectively allowing gains to roll-forward gross. The structure also allows Mr R to move his portfolio to his new domicile tax-efficiently (assuming that there is no adverse legislation prior to that time). Specialist Solutions helped to source the most appropriate investment managers, to ensure that Mr R’s investment strategy is fulfilled.