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  About Client Services - Why Plan  

 

Inter-Alliance International believes future prosperity depends upon a clear long-term financial plan that is reviewed regularly and adapted to meet your changing circumstances.

As an expatriate or international investor your personal situation can change quickly, so it is essential your financial affairs are flexible enough to change with you. Our unrivalled knowledge of what is available in the market and our experience in meeting the needs of expatriates and international investors around the world means we can provide a service tailored to your needs.

Working with you, some of the questions we can help you to answer include:

Is there a difference between when you want to retire and when you can retire?
Are your investments at home and abroad working together for the same goal?
How are you going to provide for future expenses like children's education costs?
Can offshore trusts work for you to protect your assets?
What are the financial implications of returning home or accepting a position in a new country?
How can you protect your income in times of illness or trouble?
Will your family receive the full value and benefit from your estate?
Who is managing your investment portfolio while you are managing your business?

 

Inter-Alliance International advisers help clients make appropriate investment decisions for their personal profiles by offering three specialist services:


 


 

Our advisers are on hand to offer an expert understanding of local and international tax and financial regimes. At an initial meeting, your local adviser will help reappraise your financial situation, identify your current requirements, future needs and aspirations, and your investment profile.

After careful analysis we will give you an objective overview of the financial scenarios available, and provide suitable solutions - and we will review your investments on an ongoing basis.


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