We offer a broad range of investment opportunities to accommodate for the growth, risk, liquidity, terms and diversity requirements of our clients and their portfolios. Our expert advice helps you to not only generate, but also protect, international wealth.
Investment Planning
Retirement Planning
The advent of global citizenship demands a global approach to retirement planning. We help our clients, in all stages of life, to prepare for and live out their retirement free from the concerns of political upheaval, emerging market devaluations and demanding tax legislation.
Estate Planning
We provide specialist advice to protect our clients’ estates across multiple jurisdictions and domiciles.
Offshore Trusts
At Iza Wealth, we specialise in helping clients establish and review new and existing offshore trust structures. An offshore trust can be an excellent vehicle for holding a wide range of asset classes, letting you plan and structure your affairs to allow for efficient tax and estate planning, as well as guaranteeing asset protection.
Forex Services
We offer a range of foreign currency services that cater to the needs of both companies and individuals. With a focus on offering superior service and expert advice, we ensure that you secure only the best exchange rates with the least amount of hassle.
Self-Invested Personal Pension (SIPP)
Specifically designed for people who reside outside the UK but have contributed to a UK pension/s and wish to manage their own fund and investments.
Essentially, a SIPP is a pension “wrapper” that holds investments until you retire and start to draw a retirement income. It’s a type of personal pension and works in a similar way to a standard personal pension, with the main difference being that you have more flexibility over the investments chosen.
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