Private Client Services

Alpadis Group assists private clients to manage a broad range of personal matters, including; tax and estate planning; immigration services, drafting wills and helping with probate and estate administration. We use trusts and other structures to generate tax efficiency and protect wealth.

The Alpadis private client team provides clients with proactive, innovative solutions which are specifically tailored to their individual needs.

Local Tax Services

Alpadis Group offers a comprehensive range of personal tax services designed to help you stay fully compliant while minimising your tax bill. We take the time to understand your needs and requirements and use our expertise in your local region to provide a tailored and cost effective solution.

Our services include:

  • Completion and submission of your Tax Return
  • Tax advice for expatriate individuals
  • Offshore claim tax advice
  • Advice on capital gains tax matters
  • Inheritance and gift tax advice

International Tax Planning

Our experts advise clients on strategies to maximize international tax efficiency, particularly for those individuals who are increasingly mobile, relocating to numerous jurisdictions over the course of their professional lives and through to retirement.

Alpadis can assist with the following:

  • Creating tax efficient structures for internationally mobile individuals
  • Minimizing tax exposure across multiple jurisdictions
  • Planning for future tax liabilities
  • Minimizing tax on international investments
  • Ensuring that individuals are tax compliant when they move jurisdictions

Wills, Trusts and Estate Planning

Alpadis helps clients to structure their affairs so that their estates pass to their intended heirs whilst minimizing inheritance taxes and probate fees. Our services include drafting customized wills, often for multiple jurisdictions and employing trusts and other bespoke structures to ensure that family wealth is preserved.

Alpadis can assist with the following:

  • Preserving family wealth, by using trusts, foundations and other structures to safeguard children, the vulnerable and protect assets
  • Charitable trusts and foundations
  • Protecting your loved ones by ensuring your will is drafted so that your estate is distributed according to your wishes
  • Preparing wills that are compliant in all the jurisdictions relevant to you
  • Draft wills that minimize estate taxes and death duties; and also avoid conflicts and challenges to the will
  • Ensure that the probate process is pain-free for Executors

Immigration Services

Alpadis can assist clients who want to relocate to a new part of the world with their visa applications. Our experienced professionals, provide bespoke immigration solutions for businesses and high net worth individuals, coupled with tax and corporate structuring to ensure that there will not be any unforeseen consequences following the migration.

Where we do not have offices we have trusted partners who will assist with the local immigration authorities. Our experts will provide assistance with preparing the visa application, accompanying documentation and liaising with the immigration authorities.

In addition to giving advice and help obtaining visas, our immigration teams will help you to establish yourself in your new country of residence by assisting with finding accommodation, schools, medical insurance and other such services that you may require.

Trusts and Foundations

Alpadis advises on the creation and administration of all types of trusts. Many of our staff are members of the Society of Trust and Estate Practitioners, the global organisation of trust professionals.

We also provide advice on the creation and management of Foundations in jurisdictions which do provide for this type of legal entity.

Charities

The Alpadis private client team has experts who can advise clients who wish to create charities or make substantial gifts to existing charities during their lifetime or through their estate planning.

Alpadis can assist with the following:

  • Establishing charities, either using companies, trusts or foundations
  • Advising on the charity’s constitution
  • Registering the charity in the jurisdiction(s) in which it will operate
  • Advising on the charity governance

 

For advice and guidance from experts in your local area, please select your nearest Alpadis office:

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