With the correct asset re-structuring, despite the financial impact on clients world wide assets, arising from the UK budget, Portugal and Spain offer expats tax incentives that provide significant benefit, in compliant and highly regulated products. These products are designed specifically for expats leaving the UK and elsewhere, to retire in countries offering a more favourable climate with a better quality of life, lower taxes and better standard of living.
St James Global works with some of the largest corporate trustees operating in multi-jurisdictions and also with private expatriates. All of our clients can expect a personalised and bespoke service. You can be reassured that the service we offer is personalised, uncomplicated, cost effective and tax efficient.
We work with a wide spectrum of global products and investment opportunities; with some of the world´s most respected financial institutions in jurisdictions that benefit from stable governments, strong regulatory controls, and measures to protect policyholders.
Cross-border tax planning for expats requires specialised expertise in multiple jurisdictions. With the Common Reporting Standards and OECD regulations shaping global tax compliance, we offer bullet-proof solutions that protect worldwide assets against inheritance taxes, probate issues, and anti-avoidance laws. Our tax-compliant structures ensure the safe and efficient management of wealth across borders.
St James Global offers tailored succession planning to protect wealth for future generations. Our retirement structures simplify inheritance processes, removing the need for costly probate. With our guidance, your assets can pass seamlessly to heirs, ensuring long-term family security without unnecessary tax burdens.
It is not uncommon for our clients to tell us they have been advised how to invest their wealth but not how to structure it, and in many cases this has caused serious implications for succession planning and inheritance tax. Holding assets in multi-jurisdictions could result in holding an estate in each country where these assets are held. During the initial stages of our advice process, this is a key area of analysis and review – to ensure careful estate planning and probate mitigation plans. Our financial structures and solutions are backed up by robust and bespoke tax opinions at the highest possible level to ensure that they comply with local tax legislation and do not fall foul of Government Anti-Avoidance Rules.
International probate, the administration of your estate upon your death, is a lengthy and costly process – with court and legal costs taken from the estate. Moving assets out of your own name avoids the complicated and messy task of distributing assets upon your passing.
