Important Regulatory Notice: In accordance with the requirements of the Solicitors Regulation Authority and the Financial Services Authority, Griffin Advisors Limited does not give legal or financial advice. Griffin Advisors Limited is a separate business of Griffin Law, a law firm regulated by the Solicitors Regulation Authority. As Griffin Advisors Limited is not regulated by the Solicitors Regulation Authority, the statutory protections attaching to clients of Griffin Law are not available to clients of Griffin Advisors Limited. For dedicated legal advice, please visit the Griffin Law website.

Personal & Business Tax Planning, Asset Protection & Wealth Enhancement The Problem Do you have asset value trapped in the current approved or registered pension system? Do you own a principal place of residence either in the UK or abroad? Do you own other property in your name that you probably rent out? Do you have savings and investments as well which all make up your taxable estate? Do you have a company through which you own property that is rented out? Do you have a privately owned company which has pre-tax profits? Do you have a holding in a private shares portfolio? Do your assets – in whatever form – add up to more than £750,000? If you answered yes to any of these questions, Griffin Advisors Limited may be able to help you. The tax bills you face now and in the future, in the UK or abroad, generally add up in total to the actual value of your wealth today – that’s all taxes: inheritance tax, capital gains tax, corporation tax, income tax and overseas wealth taxes. If you are in business then the total tax bills you will face probably exceed that rule of thumb by a considerable amount. Working in conjunction with your existing professional advisors and with full disclosure to HM Revenue & Customs, Griffin Advisors Limited can help shield your wealth from personal, business and economic threats. Everyone has an interest in protecting their personal, business and family wealth from threats of investment downturns, lawsuits, educational costs, poor health, death and taxes. The Solution In order to protect your wealth it is necessary to change the environment in which it is held and in which it grows and then passes to the next generation. The wealth needs to be transferred into tailored tax-protected trusts, through the use of relevant statutory reliefs without triggering a tax event or falling foul of the Government’s tax avoidance legislation. We can achieve this for: Pension Wealth Personal Assets Company Assets Company Profits Private Shares Once that wealth becomes held by tax-protected trusts they share common features and benefits. The wealth grows more efficiently in its offshore environment. The wealth can be managed by you through a Personal Management Company – in the UK or outside the UK – outside of the original restrictions that applied. The wealth and income from it can be accessed more efficiently by various means. The wealth becomes available to future generations for them to similarly enjoy. The Guarantee Robust, lawful and proven strategies designed to protect your wealth and reduce your tax liabilities; Fully backed by professional indemnity insurance; Tailored solutions for you or your business; Working in partnership with, and alongside, your current professional advisors and with full disclosure to HM Revenue & Customs; Ongoing support from tax advisors provided at no extra charge. To discover how Griffin Advisors Limited can help you – or for an initial meeting with one of our advisors at no cost or obligation to you – please complete the enquiry form.