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WHO CAN APPLY?

THINKING OF APPLYING?

See if you are eligible for our growth platform. If you fit into one of the categories below, you can most-likely proceed in the process.

Global and Mobile Work Force

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Looking for a portable, flexible retirement planning solution.

To find out more

Exceeded maximum retirement contributions either annual or lifetime

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Wanting a way to ensure that post-retirement income is commensurate with current income levels.

To find out more

Sophisticated Estate Planning Requirements

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UK and non-UK domiciled individuals with on-shore and off-shore assets that falls into the IHT net. Many UK ex-pats hold global assets that they think are exempt but are still taxable by HMRC.

To find out more

Equity release plan

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Clients looking for liquidity from fixed assets through an equity release program backed by a secure and predictable investment return to outperform the interest bill.

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Capital Gains in High Growth Assets

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By transferring high growth assets to My-Optimum, clients will pay CGT at current rates and on current values while asset growth is not taxable going forward.

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Non-UK residents planning for retirement

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US and other non-UK citizens looking for exposure to an open-architecture investment platform            

    with fund selection flexibility and exposure to diverse portfolios within a regulated and protected      

    wrapper.

To find out more

Global, mobile, digital citizen

Estate planning

Crystalizing capital gains tax

HNW post-retirement

Equity release plan

Non-UK residents planning for retirement

 

Contact

Monitor House

12-14 Hart Street

Henley-On-Thames

RG9 2AU

0118 334 8561

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