How our international financial advisors have made the complex, simple, for our expat clients worldwide

Maximising the growth and tax efficiency of Swiss 'Second Pillar' pension funds after leaving Switzerland

Jamie Tulip - International Advisor
Smiling man with mobile phone and laptop
As an expat working in Switzerland, Mr B had built up a significant Swiss ‘second pillar’ pension. When he left Switzerland in 2012, the funds from this pension were automatically moved into a Swiss ‘Libre Passage’ cash deposit account and remained there for 10 years earning just 0.6% interest per year...
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A detailed plan that reduced Inheritance Tax liability and provided peace of mind

Gordon Boyd - Forth Capital Client
Man in glasses looking at laptop
After our move to Australia, our bank, who had also provided our financial advice historically, ditched us and gave us 12 months to find a new home for our retirement savings. After comparing several options, we valued Ranald's professional manner and knowledge of the market, and we made the decision to work with him and Forth Capital...
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Creating a financial roadmap for a client approaching retirement age, to get him back on track

Jamie Tulip - International Advisor
Man in blue jumper looking at his laptop
Mr H approached us because his pension funds had decreased in value considerably over the last two years. As he was approaching normal retirement age, his UK pension provider had moved his pension funds automatically into what they deemed to be lower risk assets, as part of an automated ‘life styling’ investment strategy, often adopted by large UK pension providers....
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