From Complexity to Clarity: UK Inheritance for a Global Client
Client
Helping a High Net Worth Family Overseas Claim and Manage UK-Based Inheritance
Challenge
A family living outside the UK faced the complex task of claiming an inheritance left in a UK bank account. They needed assistance in locating legal and tax professionals adept in navigating UK rules and regulations.
Verity Capital Solution
- Assisted the family in identifying and coordinating with legal and tax professionals in UK to ensure they successfully claimed their inheritance
- Curated suitable banking arrangements tailored to the family’s needs, enabling them to efficiently manage their newfound wealth
- Provided ongoing advice and guidance to manage and invest their wealth, ensuring they could effectively oversee their family assets from a major Private Banking institution.
Get in Touch
General Enquiries
info@verity.capital
Careers
careers@verity.capital
