Swiss Property Investor Moving to UK: FIG Regime Tax Planning & Wealth Strategy | Bellecapital & PwC скачать в хорошем качестве

Swiss Property Investor Moving to UK: FIG Regime Tax Planning & Wealth Strategy | Bellecapital & PwC

Join wealth management and tax experts in this detailed case study recorded in Zurich (September 2025) exploring the complexities of international relocation for high-net-worth individuals under the UK's new Foreign Income and Gains (FIG) regime. Featured Experts: Matthew Barrett - Senior Relationship Manager, Bellecapital, Zurich Lisa Cornwell - Partner, Private Client Services, PwC Switzerland Case Study Profile: "Francine" 55-year-old Swiss resident (originally from France) €30M+ total wealth portfolio €15M European property holdings €7M liquid investment portfolio €8M family vineyard in France Active property business owner Planning UK relocation with family Key Topics Covered: FIG Regime Deep Dive Immigration & Residency Tax Planning Considerations Portfolio Management Strategy Lombard Lending Swiss Banking Advantages Expert Tips for International Mobility Succession Planning ⚠️ Important Disclaimer: This video is for educational and informational purposes only and does not constitute financial, tax, or legal advice. Tax laws and regulations change frequently. Please consult with qualified professionals regarding your specific circumstances. Timestamps: 0:00 - Introduction & Expert Profiles 0:59 - Case Study Overview: Francine's Profile 1:40 - Understanding the FIG Regime 3:16 - Four-Year Tax Window Strategy 4:43 - Succession Planning Opportunities 5:26 - Managing Swiss Exit 6:31 - French Vineyard: Cross-Border Asset Management 7:24 - Portfolio Management Implications 9:28 - Lombard Lending Strategy 10:45 - Illiquid Asset Considerations 11:39 - Benefits of Swiss Banking 13:24 - Mobility & Flexibility Planning 15:02 - Final Expert Tips About the Experts: Bellecapital is a wealth management firm specializing in UK-connected clients in Switzerland. PwC's Private Client Services provides tax and advisory services for families, individuals, and family offices. #WealthManagement #UKTax #FIGRegime #InternationalTaxPlanning #SwissInvestor #CrossBorderWealth #InheritanceTax #PortfolioManagement #LombardLending #PwC #Bellecapital #HighNetWorth #TaxStrategy #SwissBanking #WealthStructuring #RealEstateInvestor