Our 5 step advice Process - St. James Global Private Clients

This incorporates the following stages:

Completion of the St James Global financial questionnaire, risk profile, formal advice and cost illustration. Bespoke tax opinion prior to implementation of advice, depending on complexity of global assets and anti-avoidance test to clients satisfaction to ensure peace of mind.

Completion of documentation to establish the retirement trust, either under Portuguese or Spanish deed, provision of source of funds, origin of wealth and letter of wishes.

Establishment of multi-currency bank accounts and declaration of retirement trust and members pack sent out.

Funding of retirement trust with in-specie transfer of assets or cash.

Second Generation

As part of our 5 step advice process, we look very closely at how a clients beneficiaries, i.e. surviving spouse and children, will be taxed, in their country of residence, in the event that they receive benefit, or inherit funds. This entitlement should be received in the most tax efficient manner and entirely in accordance with their letter of wishes, which, unlike a will, is not a public document and ensures the immediate transfer of assets onto named beneficiaries.

This incorporates the following stages:

Second Generation

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