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Award-winning portfolio management for lump sums and regular savings.
Maximise your income as an expat in Asia with smart investment choices.
Build up capital with a regular savings programme to help reach your goals.
Tailored advice and bespoke portfolios by the Tilney Group.
Investing in property can provide long-term returns. Find out how.
Setting up and administering a corporate pension scheme can be daunting. We can simplify the process.
Healthcare standards vary greatly from country to country. Get the right medical insurance at the right price.
Flexible, portable , international group insurance comes at a price. We can build a tailored insurance scheme to suit any company.
The benefits of setting up an offshore company extend far beyond tax and confidentiality. We can take away the stress and make it a straightforward process.
Sourcing specialist and liability insurances can be difficult in Asia. We can get you the right advice and the appropriate insurance cover for your business.
Add to your company’s bottom line with a currency management service. Through our partners, we provide better exchange rates for foreign transactions.
Everyone has dreams, it is our job as financial planners to help our clients to turn theirs into reality.
Meet the team! Our network of financial planners and administrators are spread across Asia.
We’re always on the look out for great people – especially financial planning consultants. Have you got what it takes?
Award-winning portfolio management for lump sums and regular savings.
Maximise your income as an expat in Asia with smart investment choices.
Build up capital with a regular savings programme to help reach your goals.
Tailored advice and bespoke portfolios by the Tilney Group.
Investing in property can provide long-term returns. Find out how.
Setting up and administering a corporate pension scheme can be daunting. We can simplify the process.
Healthcare standards vary greatly from country to country. Get the right medical insurance at the right price.
Flexible, portable , international group insurance comes at a price. We can build a tailored insurance scheme to suit any company.
The benefits of setting up an offshore company extend far beyond tax and confidentiality. We can take away the stress and make it a straightforward process.
Sourcing specialist and liability insurances can be difficult in Asia. We can get you the right advice and the appropriate insurance cover for your business.
Add to your company’s bottom line with a currency management service. Through our partners, we provide better exchange rates for foreign transactions.
Everyone has dreams, it is our job as financial planners to help our clients to turn theirs into reality.
Meet the team! Our network of financial planners and administrators are spread across Asia.
We’re always on the look out for great people – especially financial planning consultants. Have you got what it takes?
How Cash Flow Modelling can help expats plan for retirement, protect their income and discover their true financial potential? When it comes to making big-ticket financial decisions, one of the greatest concerns for individuals of all backgrounds is the risk of the unknown. Three in five UK adults do not feel that they can determine what…
A very common question I get asked as a financial adviser working with many expatriate clients in Asia is whether it is a good idea to transfer a UK pension. It is certainly a sensible question to ask for those wishing to ensure that they are making the most of their savings and investments to…
If you know you should be planning your financial future and safeguarding the assets you have, but you aren’t quite sure where to start, this is the article for you! I am a highly qualified financial planner. Having worked with hundreds of clients to sort out their financial planning, I have seen many times over…
Our financial consultants have heard every reason under the sun why people choose not to invest but the fact remains that investing is not just a good idea but essential for our future financial wellbeing. To put it bluntly, if you’re not investing, into a pension fund at the very least, you’re relying on what…
Some people love their jobs so much they never want to retire. If that’s you, you should give thanks for your incredible good fortune. Far, far more people dream of a life when the daily commute is a distant memory in which they can spend their precious days doing whatever they please, be that starting…
Infinity hosted two exclusive webinars with Tilney to discuss the latest economic landscape. These webinars provided an overview of the latest macro-economic environment within the context of the current COVID-19 pandemic landscape. We are pleased to enclose some content we think may be of interest.
Here we take a fictional couple, Barry and Joan, both of whom are UK domiciled, and show how setting up a discounted gift trust reduced their IHT liability from £204,000 to £26,000. Reducing inheritance tax: a case study of a UK-domiciled couple The situation: Barry, 65, and Joan, 63, were both born in the UK…
It is often said that there are two certainties in life – death and taxes – but we can probably add a third– the fact that no one likes their money to go to the taxman! In our webinar on expatriate financial planning and trusts (you can download the webinar and listen in full here), Infinity…
Most of us would like to keep the taxman’s hands off our hard-earned assets when we die so that they go to our loved ones. Trusts are one tool that can be utilised to make that happen. In order to ascertain whether a trust could be used to reduce your IHT liability, you need to…
This blog post is the first in a series of five, based on the webinar, explaining everything you need to know about trusts. What is a trust? A trust is simply a ‘vehicle’ or wrapper that holds and owns assets on behalf of a beneficiary. A trust involves three different parties: The settlor provides the funds for…
