How you live TOMORROW depends on how you invest TODAY.
Lennox supports clients in accumulating, enhancing and preserving wealth for future generations.
Through his licensed and regulated brokerage, he offers wealth management services world-wide, catering to clients who want suitable and objective wealth management plans, including financial planning and investment.
Through his licensed and regulated brokerage, he offers wealth management services world-wide, catering to clients who want suitable and objective wealth management plans, including financial planning and investment.
Review the full range of professional financial services available below.
For clients who currently are or were formerly members of a pension scheme(s), a full actuarial analysis can be provided, giving a solid perspective on not only the current solvency of the scheme, but also a clear indication whether said scheme is likely to meet client’s expectations. Lennox can help create a clear and realistic picture of their options as they enter retirement.
Where clients see a clear need to move an existing arrangement ,whether due to its possible lack of solvency or its inflexibility along with poor or non-existent tax mitigation opportunities, we offer fully researched alternatives. For many ex-pat clients a dormant pension scheme can often be one of the largest assets they hold and an opportunity for it to be to fully and regularly reviewed should not be ignored
Where clients see a clear need to move an existing arrangement ,whether due to its possible lack of solvency or its inflexibility along with poor or non-existent tax mitigation opportunities, we offer fully researched alternatives. For many ex-pat clients a dormant pension scheme can often be one of the largest assets they hold and an opportunity for it to be to fully and regularly reviewed should not be ignored
Often ex-pat clients believe that due to their ex-pat status they are immune from tax that faces their beneficiaries when they die.
However, whatever your nationality it is likely that on death your worldwide assets will be taxed. For most this is a voluntary tax in so much as effective planning can potentially reduce or remove the burden this places on loved ones at the time they could least do with it.
Lennox can advise not only on what the liabilities could be but also advise the best ways to mitigate it.
However, whatever your nationality it is likely that on death your worldwide assets will be taxed. For most this is a voluntary tax in so much as effective planning can potentially reduce or remove the burden this places on loved ones at the time they could least do with it.
Lennox can advise not only on what the liabilities could be but also advise the best ways to mitigate it.
It is important to have peace of mind in life, for yourself and for your loved ones.
This is especially trues when living offshore, preparing for retirement or planning for the futures of friends and family.
Through established relationships with insurance providers, Lennox can ensure you have contingency plans in place to prepare against financial loss, death, accidents or inability to work.
This is especially trues when living offshore, preparing for retirement or planning for the futures of friends and family.
Through established relationships with insurance providers, Lennox can ensure you have contingency plans in place to prepare against financial loss, death, accidents or inability to work.
Most people who decide to work as ex-pats do so initially in order to find more lucrative work opportunities so it's important to ensure you do not to lose sight of the reason for moving offshore and the building up of wealth in the correct vehicle should be given great thought.
Lennox helps to make sure clients leave with more than they came with - whether this be for education fees, supporting retirement plans or funding personal passions and where many expats have, over the years, built up savings in various places what they need is to have them not only in the right place but also in the right jurisdiction and structure, not only for growth potential but also security.
Lennox offers a range of “tailor-made” solutions, including regular savings plans, lump sum investments, mutual funds, structures notes and many other alternative investment options.
Lennox helps to make sure clients leave with more than they came with - whether this be for education fees, supporting retirement plans or funding personal passions and where many expats have, over the years, built up savings in various places what they need is to have them not only in the right place but also in the right jurisdiction and structure, not only for growth potential but also security.
Lennox offers a range of “tailor-made” solutions, including regular savings plans, lump sum investments, mutual funds, structures notes and many other alternative investment options.
Through his many years of experience and well established international resources, Lennox is able to provide in depth analysis of current and future holdings and can bring together detailed and insightful reporting.
This level of feedback and support is invaluable to clients whether they are invested into a bespoke Model Portfolio, making use of Discretionary Fund Management or needing expert advice on their budget and earnings.
This level of feedback and support is invaluable to clients whether they are invested into a bespoke Model Portfolio, making use of Discretionary Fund Management or needing expert advice on their budget and earnings.