For expatriates seeking help with pensions or inheritance tax solutions – use the
TailorMade way for re-assurance.
Eliminate hidden commissions.
Avoid hidden charges through transparent tailored fees.
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To deliver the greatest returns you need to ensure you avoid access penalties.
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How it works?
Tell us about yourself and we’ll start by recommending a tailormade solution to achieve your targets.
No hidden commissions or surcharges – only transparent tailored fees from a regulated US and UK advisor.
Relax, and join our other investors who have made the smart decision to let us handle the rest.
Award Winning Team
Over 200 independent judges have presented us with 20+ International & UK Awards making us the choice of professionals since 2009.
“Aisa is one of the few firms whose taxation expertise is matched by their investment management skills. Both are top class and in today’s rapidly changing tax legislation it is vital to provide legally compliant solutions.
Julian Gibbs, columnist and writer
INTERNATIONAL INVESTMENT INTERNATIONAL FUND & PRODUCT AWARDS
OVERALL WINNER: BEST BEST-PRACTICE IN OFFSHORE
INTERNATIONAL ADVISER BEST PRACTICE ADVISER AWARDS UK
WINNER: UK EXCELLENCE IN INVESTMENT PLANNING
MONEY MANAGEMENT FINANCIAL PLANNER AWARDS UK
WINNER: SIPPS PLANNER OF THE YEAR
Real case studies based on our satisfied clients.
We ensure products like investment bonds are subservient to long-term customer relationships – our clients always come first
US based client who had a UK pension had been advised to move his pension to Malta and take out an investment bond. You want to hear what happened next.
A wealthy client had invested £270,000 into Royal Skandia investment bond. After 8 years and 3.5% growth annually the investment was worth… how much?
US DUBAI BASED CLIENT
Was advised to take out a 25 years savings pension plan. He invested $2,700/month for 2 years and then wanted access to the money. Guess what happened?