Imperius Financial Planning is a focused team within Holborn Assets, who are a leading international financial services company which has associations with the industry’s leading institutions that bring together the investment expertise of a select group of international money management firms – all who are known throughout the industry for their experience and strong track records. Imperius Financial Planning is overseen by Jason O'Connell - who has been helping clients protect their families and their wealth internationally for 15 years.
The primary events we help clients to protect against:
• Impact of dying intestate (without a will)
• Impact on you or your business in the event of the death to a key person in your business
• Impact on your family’s standard of living in the event of your demise or being unable to command your current income in the event of a critical illness or disability
• Impact of the new non-resident capital gains tax rules on property in the UK - anticipated amendments to personal tax allowances for non UK residents
• Impact of being overly correlated by asset class or and investment type
• Impact on a family's wealth due to Inheritance tax
Imperius Financial Planning - a team within Holborn Assets specialise in Personal and Corporate Wealth protection, offering a full range of financial solutions to meet the needs of the International market. We provide the expertise and resources that your wealth deserves. Our approach is traditionally conservative, focusing on a strong balance between opportunity and risk and yet always seeking to enhance performance.