How We Can Help

High Net Worth Investors Package

Wilton is proud to announce the formation of a collection of services which can be brought together to form a cohesive set of services to assist high net worth investors. Each service is separate and can be picked on in case of need and when the time is right.

Personal Tax - wherever you live you may find that some of your assets come under UK tax law. If you live or are domiciled in the UK your tax affairs are dependant on your worldwide income and capital gains whether they are remitted back to the UK or not. In addition many countries offer tax breaks and incentives for investment in small companies. Benefit from these allowances with Wilton’s help.

Private Client Services - The operation of your accounts may be highly inconvenient particularly where it involves moving surplus assets to a different entity. Let Wilton take the pressure off you by keeping all the assets in the right place. Also with our Family Office facility if you need help with anything including finding a party organiser or doctor – Wilton have the facilities to assist. Exempt Fund – this make a most efficient structure of the holding of assets for a small group of people or investment entities with similar investment objectives. Wilton can set up and manage the entity for you and report on a regular basis on the assets held in the vehicle. (Not appropriate for US persons). Personal Structure Advice – any person who has assets in different countries will find that there may be opportunities and advantages from a structure that makes use of the international tax treaties. A structure that is designed around the locations can pay significantly less tax overall.

Directors and Secretaries Role – where it is more convenient or through local laws requiring certain directors should live or be based in a particular country – Wilton can provide the role of Director and Secretaries to the companies. Wilton will make sure that the secretarial role is completed correctly and on time.

Companies House Administration - In the UK, all companies (whether they have traded or not) have to complete an annual return and send their accounts to the main records library of UK companies. This is a legal requirement and can result in the company being struck off if not completed in time. Many other countries have similar requirements and so it is necessary to ensure that this role is completed correctly.

Accounting - The maintenance of the books and records of the investment companies and the preparation of the management accounts can be subcontracted if suitable. It may be better to subcontract the book keeping to a company you can trust.

Trust Formation and Administration - The ownership of the assets may be better held on behalf of others – particularly members of the family. The creation of a trust is a way of ensuring that the company does not have a change of ownership should control pass to a new generation or group. A Trust also will provide for confidentiality, security and exercising of control on assets that you have created.

Marine - It may time to enjoy the benefits of the value you have created. Why not buy a boat and Wilton can advise on the best way to own the asset depending on where you wish to keep it and where you intend to use it.

Please contact Wilton Group on +44 (0)20 7355 3525 or click here for which services may be appropriate to you and which may be suitable for your circumstances.

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