Welcome

I’ve been in business since I was 15 years old (in the mid 80’s) and notably specialising in financial services for over 20 years. As the owner of businesses from helping clients borrow money, to helping clients save money to helping clients protect money, my wealth of experience perfectly positions me to now specialise in helping my clients (exclusively British expats) living overseas in most jurisdictions around the globe to protect their assets.

In short, I’m a Cross Border Asset Protection Specialist and I consider that the consequences of not taking professional advise to ensure the safety of your hard earned estate is to great to risk. Preferably we’ll meet in person and my clients are welcome to visit me in Portugal or alternatively, I’m happy to travel to your jurisdiction. contact me now so we can organise a free no obligation initial consultation.

Highest Levels of Service

As our client we will help you take all necessary action to protect you and your family, your wealth, your personal and business assets and we pride ourselves with offering superior levels of service.

How can we help you?

Residency & Domicile
Trusts (Domestic)
Trusts (International)
Business Succession Planning
International Wills
Inheritance Tax Mitigation (IHT)
Golden Visas

(*Please note, we can only help you if you are NOT resident in the UK)