The Need for Consistent Advice Amidst Constantly Evolving Global Tax and Residence Rules By Howard Bilton

Howard Bilton knows rather a lot about the ‘folly’ of wealthy private clients not making the right decisions and taking the right steps around wealth and estate planning and structuring. Wearing his professional hat, he is Chairman and Founder of wealth and structuring advisory The Sovereign Group. And wearing his sun hat, he presides over the grapes of his own vineyard in the Alentejo in Portugal, which produces his ‘Howard’s Folly’ wines. His mantra is preparedness for constant change in both his professional and his winemaker roles. In the wealth and estate structuring space, he advocates that his HNW private clients dotted around the globe – many of them British by origin – risk punitive taxation or even the dissipation of their own estates by not properly organising their affairs today and failing to look ahead and planning smartly for business and estate succession as well. We met with him again just recently to hear his latest thoughts and the advice his firm offers in a world of constant flux in which some changes are positive, some negative, and where decisions must be made based on understanding and careful consideration.

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