Financial Planning

For the Expatriate

Prudent financial planning encompasses every financial aspect of your life including: -

• cash & wealth management
• taxation planning
• insurance
• investment
• retirement planning
• legacy planning

At North Star Research, we advocate sound financial planning as a means to building and preserving financial security and wealth through the application of tax efficient investment methodology.

Successful Financial Planning

Successful financial planning is crucial and depends on the implementation of recommendations and the advice of a professional and independent financial adviser.

The days of pigeon-holing people by measuring their attitudes to investment risk against a rudimentary scale of high, medium and low are long gone. At ONorth Star Research, we take the time to understand your individual circumstances and objectives. Then, and only then, will our specialist consultants compile a report replete with sound and prudent financial advice aimed at ensuring you reach your objectives.

The benefits of our independence cannot be overstated. We are able to offer you access to the entire marketplace in terms of products and assets and we are not obligated to any one provider. All our recommendations are impartial and are made with your best interests at heart.

To find out how North Star Research use our independent and unbiased status to offer you the best way to find investment solutions that match your financial planning needs, simply complete our free no obligation online query form.

North Star Asset Protection

Going North Star is primarily concerned with the maximization of profit, wealth and security: North Star Research focuses on how leveraging the North Star advantage can potentially lead to the realization of these objectives.

Our independent status allows us to offer you access to a comprehensive array of offshore opportunities suitable for building financial security, securing maximum profits and for the overall benefit of financial well-being.

Asset Protection

Straight Asset Protection – This largely involves structuring your company or personal assets in a manner that makes them unattractive or unobtainable to a third party and thereby reducing your tax liability. The utilization of international investment opportunities can also have the effect of engendering greater privacy.

Working Together - North Star Research works with you to fully understand the situation surrounding your personal or company assets and we aim to provide you with the most appropriate advice for the medium and long-term actions you can take in order to maximize the protection of said assets.

Independent Offshore Specialists - We have a team of consummate professionals who specialize in matters of leveraging the benefits of the offshore advantage for the purpose of asset protection. North Star Research have full access to the most discreet offshore investment, offshore trust, offshore banking and offshore company formation services available.

Estate Planning – although many real estate markets around the world have suffered significant corrections, it is still fair to say that many individuals and corporations that own real estate are still sitting on significant gains if those assets have been held for any considerable length of time. With this in mind, more of us are at risk of having a considerable portion of our estate whittled away by inheritance and excise taxes at death.

Estate planning is simply the process of structuring your assets so that, in the event of your death, they are distributed in accordance with your wishes rather than attracting the interest of the tax authorities.

How We Help - North Star Research can help you take advantage of trusts, wills and certain insurance products with a view to legally avoiding inheritance taxation. Our independent status also allows us to inform and advise on all aspects of inheritance or estate taxation.

By working closely together with our seasoned professionals, you can take the steps necessary to ensure that your beneficiaries don’t lose out to the tax man. Random

It makes little sense to leave estate planning to chance. Far too many individuals remain ignorant of the potential inheritance tax liabilities their assets can attract. Contact us today in complete confidence and we will make sure your assets go to the ones you love.