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Candour launch Wealth Management Package
(23/2/2006)
In the latest of a long range of value added services Candour Consultancy has introduced over the past 18 months, we are proud to introduce the Candour Wealth Management Package to individuals’ holding over £200,000 (US$ 350,000) in a variety of bank deposits, equity funds and shares.
The package is designed to assist expatriates structure their assets tax-efficiently, prove regular reports on the performance of each asset class, total holdings & net worth and plan towards inheritance tax mitigation.
Those taking advantage of the package will be able to:
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Sell shares and equity funds at institutional rates (reduced brokerage fees) without creating a capital gains tax liability – even after they return to their home country
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Purchase shares and equity funds quickly and easily with substantially reduced brokers fees or bid-offer spread
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Draw a tax-free income from their assets in the
UK on top of their standard tax allowances
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Retain access to their assets whilst making full use of their inheritance tax allowances.
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Continue to benefit from tax-free growth once resident ‘onshore’ again
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Receive half-yearly reports as to the total value of their assets, a breakdown of the holdings in their investment/savings portfolio and the performance of these holdings
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Receive free advice on fixed interest bank accounts, bonds, capital protected investments and equity funds to ensure their assets are always working for them and they maintain a balanced portfolio.
Additionally, for all those who take advantage of the wealth management package, Candour Consultancy will pay to have the individuals/couples Wills re-written to maximise the tax-efficiency on their or their spouses death.
To request the further information on the wealth management package, just click the ‘contact us’ button below, type WEALTH in the comments box and submit with your preferred contact details.
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