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Private Wealth

At Imperial & Legal, we adopt an individual approach to understand your goals, life’s vision and values, and offer tailored wealth management solutions to reflect them.

We identify your investment, retirement, tax and estate planning needs, and discover unique opportunities to realise them.

We help you achieve your personal aspirations, ensure the success of your family or secure a legacy for the future.

We’ve been working with ultra-affluent private and corporate clients, families, entrepreneurs and business owners, helping them to:

– preserve and protect their wealth;

– invest and build their wealth;

– manage inheritance;

– build a succession or inheritance plan;

– address their tax positions and declarative obligations;

– deal with short-term, long-term or day-to-day financial needs;

– achieve philanthropic goals supporting a chosen cause;

– plan retirement;

– sell or transfer their business.

Our value

– In-depth understanding of complex tax laws and stringent regulations;

– Keeping up-to-date with the current tax environment and analysing how it may affect you, your family, or your company;

– Extended knowledge of unstable investment environment, and ups and downs of the economy;

– Investment risk assessment;

– Wealth management in a most tax efficient way;

– Client-oriented approach.

To discuss your requirements, please contact our specialists or call us on +44 (0)203 490 41 21.

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