HOW WE WORK?
Our advisers will take the time to understand your circumstances and financial objectives. They will also deliver to you full investment and administrative support.
Balquidder provides tailored financial planning to suit your needs operating on a free non-committal basis.
CORPORATE STRATEGIES
We helped many businesses and individuals worldwide in specific areas such as:
- Group Pension Schemes
- Offshore Company Formations
- Trust & Tax structures to minimise tax
- Key person Insurance
- Life & Medical Insurance
WORLDWIDE SOLUTIONS
Balquidder is a leading provider of offshore financial planning, to both expatriates and local international investors, at both the personal and the corporate level.
As a fully independent firm of advisors we are able to provide a broad range of solutions, to ensure you achieve your goals.
CLIENT SUPPORT
Our clients have unlimited access to top rated teams of consultants and investment specialists.
You will have 24/7 access to our online resources, monitor your investments, use our wide range of financial calculators, update and store all of your important financial files.
Specialists in EXPAT Financial Advice
If you are an expat or looking at Offshore Investments, Financial Planning, Savings or Portfolio Investments, then talk to one of our team
PORTFOLIO MANAGEMENT
Good portfolio managers understand that they do not know what will happen in the future. All they can do is to look at what has happened in the past, in both good times and bad; and build a portfolio that would have withstood previous downturns, and would have yielded reward in the good times…
OFFSHORE PENSION
Retirement planning as an expatriate or international investor is very important. There are many tax advantages to using offshore pension plans and for those people from the UK there are QROPS or SIPPS these can reduce tax on UK based pensions quite considerably, and at the same time give you access to a 25% tax free sum if you are over 55 years of age.
EXPAT SAVINGS
Long term investing should always be a part of everyone’s financial planning strategy. This is mainly due to the effect of compound growth in the later years. Using time and compounding growth together are very powerful tools in wealth creation. This type of strategy is used for education…