CASE STUDY 1

Client nationality: Pakistani national resident in Dubai

Client Profile: Successful business owner

Summary: Our client wanted to build a buy to let portfolio in the UK to diversify his assets. He wanted his adult children to be able to benefit from the portfolio but wanted to make the decisions. He was not ready for a complicated arrangement.

What we did: We recommended an Isle of Man company to own the properties which was funded by a combination of shareholder funds and bank debt. Shareholdings were spread amongst younger family members for IHT efficiency, but our client retained control through his position as a director and a shareholders’ agreement. After providing the advice and agreeing the structure Alderley Global co-ordinated the set-up, reviewed all documents to ensure they met our client’s objectives and liaised with third party providers.