Transact Advisory provides professional Asset Management, Finanacial Consulting and Advisory Services
Business Protection
You may have built up a successful business, but could it survive if you or another key person were to die suddenly; and how can your capital be extracted when you retire?
Transact Advisory advises on business related schemes - partnership protection, shareholder, and key person assurances - which can protect you, your family and the business itself
Financing Education
Whether or not you opt for private education, the need to save for a child's university costs should not be left too late. Impartial financial advice may help ease the burden of rising university fees and may even make private education an affordable option.
Transact Advisory will help you manage your family resources effectively, to give your children the start in life which only the best education can provide.
Mortgages
Transact Advisory has access to all the major mortgage lenders in the UK, Europe, Australia, North America and the UAE. We will source the entire market to find the very best mortgage deals available to you.Offshore Companies
More and more people are choosing to hold assets such as property in an offshore company. Transact Advisory will advise on all the options available to you and the benefits of each.Savings & Investments
Together with an improved lifestyle, the reason most expatriates move `offshore` is to build up their savings and, once accumulate, manage their wealth tax efficiently.
Transact Advisory offer advice on a wide range of bank accounts, regular contribution savings plans and investments. Our consultants will walk you through the process of building up, and managing, a broadly based savings or investment portfolio.
Advice is also given on a wide range of tax-efficient wrappers designed to hold a portfolio of assets to protect your hard earned savings from the taxman.
Tax Advice
Many expatriates fall into the trap that, because they live in a tax free environment now, they do not need to worry about tax. However, without careful planning, all the assets they have built up could be seriously eroded when they return home, retire in the sun, or die. Transact Advisory are happy to advise on the potential tax liabilities that will directly influence both your current and future plans and build a coherent strategy to mitigate tax accordingly.Click Here for a Short Guide to assess & understand where you stand today.