Structuring, building and preserving your wealth for the next generation — asset protection, financial planning, retirement and succession, all under one roof.
Wealth and tax planning is the art of structuring your wealth and investments while building and preserving them, in order to transfer them to the next generation.
How do you manage all of your assets so they work and align in coordination with your best interests? How do you stay on track with taxes, business transformation and strategy, trust and estate planning, and philanthropic activities — in a way that makes sense for you and your family?
It’s easy to find specialists in individual disciplines, but rare to find a single, quality organisation that combines all of these components together, managing your affairs as a specialist while working alongside your other advisers to deliver a truly comprehensive wealth plan. That’s what you get with HELMS.
As professional advisers, we implement appropriate and bespoke asset protection strategies. Our long-term objective is to provide a solution unique to your personal circumstances, offering a stable asset base and, ideally, preventing future dilemmas before they arise. Drawing on the analysis of multiple solutions — including private trusts, foundations and private label funds — and taking into account each client’s specific situation, we ensure assets are managed and structured in the most secure and efficient way, in line with their interests.
In today’s climate of complex, evolving markets, tightening regulation, shifting political and economic landscapes and constantly changing tax requirements, it can be difficult to feel full confidence and peace of mind managing your financial life and affairs. Through our network of partners and team of advisors, HELMS takes a proactive approach, helping you identify the key financial planning strategies needed to realise your life goals, financial objectives and prerequisites.
Retirement is a key point in life — many individuals wonder whether their assets, including pension payments, will be enough to cover their needs after retirement. Our team of advisors and long-standing network actively support you through this important stage, providing consistent, tailored and personal advice on retirement and pension matters. Working with our external and in-house experts, we help design comprehensive cash flow models that project your income and expenses, giving a clear picture that answers your retirement needs.
Succession planning can be one of the most challenging and difficult aspects of wealth planning to navigate. With this in mind, HELMS relationship managers work with a number of specialists who offer the right technical insight and advice on all domestic and international issues involved in inheritance, particularly corporate succession planning. We ensure a client’s legacy is treated with the utmost importance — safe, secure, and efficiently transferred to their chosen beneficiaries.