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Personal Financial Services

As a highly regarded international finance centre, the Isle of Man has an excellent reputation for providing high quality financial products and services to individuals.

Financial and asset management services required are typically tax planning, portfolio management, pension advice, multicurrency banking/payment services.

As available net assets increases, other more customised solutions are required such as investment funds, family trusts/PTCs, international tax planning, asset structuring and management (property, yachts, aircraft), family offices and philanthropy.

The Isle of Man can offer expertise and solutions for all of these areas in a favourable tax environment for both resident and non residents alike.

Get in touch

Simon Pickering
Head of Insurance and Pensions

Simon-Pickering

+44 (0)1624 686063

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