Case Study

Case Study


We have selected some examples of the service we have provided to clients which illustrate the benefits that you have in using an international bank account.


 Expatriate in UK

The Client

Mr Martin is one of the directors of a large international company specialising in market finance.

He has just accepted a high-flying job in the London subsidiary of his company.

His Needs

So he can pay everyday expenses in his new country, Mr Clerc needs a bank account he can use to receive part of his salary and his bonuses. He also thinks he will set up some offshore assets at the same time.

The Solution

To meet his needs, opening a bank account with our partner in the Isle of Man seemed the best option.

Reasons

With an account in the Isle of Man, Mr Martin benefits from the special system for expatriates in England so he doesn't pay any tax on operations outside the UK.

In addition, our partner in the Isle of Man offers the full range of everyday management services (direct debit, cheque book, debit card, etc.), as well as a wide choice of investment solutions.

 IT consultant in Belgium

The Client

Mr Dupond is an IT consultant in Liege in Belgium. He has been self-employed over the past ten years.

His Needs

Mr Dupond travels a lot abroad for his work. He works with customers in France and Switzerland. He therefore earns money outside his country of residence for his services.

For tax reasons, he wants his capital to remain offshore. He would like to anticipate for his retirement and put money aside.

The Solution

This customer has chosen ExpertExpat to open a bank account. We have introduced him to our partner in the Isle of Man.

Reasons

Mr Dupond has privileged the patrimonial aspect. He will therefore need to find a bank adapted to his profile. Our partner in the Isle of Man offers customers with a certain capital solutions to manage their patrimony. These placement solutions will enable the customer to invest his assets with a previously defined level of risk.