Introduction

Sovereign’s personal wealth services will assist you to preserve, enjoy and pass on the rewards of success. Whether your primary concerns are asset ownership, tax, retirement or succession planning, we can help you implement the most efficient and effective means to realise your wealth management objectives.

Sovereign will spend time and effort to understand fully your individual circumstances and requirements before devising and implementing fully functional and compliant wealth management strategies and structures for you and your family. These may include:

  • Estate planning, including the use of trusts, companies and other vehicles to hold and distribute assets;
  • Tax-efficient investments;
  • Pension planning, including personal pensions and pension transfers;
  • Inheritance planning;
  • Portfolio bonds or wrappers to build up retirement savings;
  • Immigration and relocation planning.

The Sovereign Group has assets under administration in excess of US$5 billion and is fully independent, which means that we are not tied to any provider of financial products
and deliver a truly independent, impartial and flexible service.

Case Studies

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The following case studies are designed to demonstrate how offshore companies, onshore companies and offshore trusts can be used to structure your affairs so as to maximise your assets and minimise your fiscal liabilities.

Frequently Asked Questions

Q. What can Sovereign do for me?

A. Sovereign provides specialised tax advice with an emphasis on international opportunities. Our services will be of use to anyone wishing to minimise current or future tax liabilities, for themselves, their family or their business. To assist with this, Sovereign establishes and administers secure and efficient corporate and trust structures for expatriates, businesses, entrepreneurs, private individuals and families.

Sovereign Asset Management

Sovereign Asset Management (SAM) was formed as a stand-alone fully regulated asset management company. The firm is based in Gibraltar – a British overseas territory within the European Union – and regulated by the Gibraltar Financial Services Commission (GFSC). SAM is consequently authorised to passport its services into other EU countries.

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Sovereign Trust (Gibraltar) Limited
Tel: +350 200 76173