How We Work 2018-12-03T10:49:13+00:00

How We Work

TBA offers a range of international fiduciary and financial planning services which enhance and preserve private wealth through the creation of tax effective international investment structures.

We are confidantes for private wealth, much like the role that private bankers play in respect of banking and investment management services.

In fact TBA provides an independent interface between the client and private banker or investment manager whenever applicable or required.

How we work

Typically our service commences with a dialogue between the client or their professional advisors, on international tax and estate planning, asset protection planning, strategic corporate planning, retirement planning or investment holding structures.

This may cover such objectives as income tax minimisation, avoidance of estate duties, protection of assets from future claims, pre-migration planning, distribution of family wealth, cross border investment or trading structures, establishing an overseas retirement or pension fund, life assurance planning, formation of an intra-group insurance company, tax effective licensing of technology or pre-IPO investment planning.

TBA provides all necessary corporate management services as may be required to administer the structure. If an international or foreign trust is required, TBA will establish this in the jurisdiction which best meets the client’s objectives.

Our commitment to Service

At the centre of our business is our commitment to developing long term relationships with our clients through regular meetings and reviews, and the provision of a high quality personalised service.

Throughout TBA we are totally committed to ensuring that our clients’ best interests are the foremost consideration in our administration of their international investment and business activities.