Client: Mr. Jonathan Blackwell
Situation: A senior British executive in the financial services sector needed to restructure his personal wealth and career strategy following Brexit, with concerns about maintaining his EU work rights and optimising his UK-based assets.
Our Approach:
- Analysed Mr Blackwell’s current asset allocation, including £5 million in UK real estate and a £2 million investment portfolio.
- Developed a strategy to maintain his ability to work across the EU post-Brexit.
- Created a tax-efficient plan for potential relocation, considering both short-term moves and long-term residency options.
- Restructured his investment portfolio to hedge against Brexit-related market volatility.
Key Actions:
1. Facilitated the acquisition of Irish citizenship through ancestral connections, securing EU freedom of movement.
2. Restructured UK property holdings through an EU-based company structure to maintain flexibility and tax efficiency.
3. Diversified investment portfolio, increasing exposure to global markets and reducing UK-centric holdings.
4. Implemented a tailored pension strategy, leveraging both UK and potential EU-based options.
Result: Mr Blackwell successfully maintained his ability to work across the EU while optimising his UK-based assets. His restructured portfolio showed a 12% increase in performance over 18 months, with significantly reduced Brexit-related risk. The new structure provides flexibility for future career moves within the EU while maintaining strong ties to the UK.
