Succession & Estate Planning

Good succession planning can reduce the impact of taxes and fees at the time of donation or inheritance. Alpha Global Wealth works with you to gain a thorough understanding of your requirements. We offer a range of solutions based on our knowledge and experience of trusts law, estate preservation and investment tax relief.

Our trust and fiduciary services are available in the UK, Jersey, Guernsey, the Isle of Man, Gibraltar and Switzerland (Geneva). They include:

• Inheritance assessment
• Drafting and execution of testamentary provisions
• Dedicated mandates to protect your family and/or your assets
• Establishing suitable inheritance vehicles
• Coordination with your lawyer
• Asset protection including the use of structures such as trusts
• Regulatory guidance

Donations/ asset transfer

Monetary donations to your loved ones can be safeguarded with regulatory mechanisms that will prevent inappropriate use of assets or will allow the recipient to benefit more fully from the donation. Alpha Global Wealth helps you organise the transfer of your assets to minors or young adults by establishing appropriate protection mechanisms such as regular payments r projected access to capital.

Structures
The structures into which you transfer your assets can have significant consequences for your finances and your family’s future. Alpha Global Wealth will help you to choose appropriate structures and trusts that will protect your assets and give your family lasting benefits.