Wealth Planning in UAE: Financial Planning in UAE

May 27, 2021by Mohammed Rahali

Wealth Planning in UAE: Financial Planning in UAE

Wealth Planning is very crucial as it is a client-oriented process concentrating on developing a unique roadmap to assist clients with building wealth, planning and protecting their wealth by looking at all areas of their wealth & assets from the standpoints of tax, retirement, and business succession planning.

Our Wealth Planning & Wealth Structuring services help our clients optimises tax exposure by effectively reducing any applicable taxes that can be levied on the estate when assets are located in various high tax foreign jurisdictions; minimising any uncertainties relating to how inheritance of assets takes place amongst heirs, especially when the foreign located assets are subject to various foreign estate planning laws; and clearly setting out the direction of the family business and other family assets in the case that the key family leader retires or dies.

Complex asset portfolios require a comprehensive and long-term wealth planning and positioning perspective. Our Wealth Planning services help clients piece together their wealth portfolio to form the lifestyle picture they envision for themselves and their families. We beautifully mesh our team’s experience and expertise with the latest Wealth Planning tools to provide our clients clarity in all areas of their financial life.

Professional wealth structuring and planning helps you protect your assets while preserving your family’s financial confidentiality. It can also enhance control over your financial position while allowing for an orderly succession of assets across jurisdictions.

Wealth Planning protects your wealth – for yourself, your family and future generations.

Reach your goals with your own dedicated Wincore Wealth Planner

  • Optimally position your international assets;
  • Efficiently pass on your wealth to the next generation;
  • Invest your wealth efficiently and sustainably in line with your wishes;
  • Optimize the administrative costs;
  • Long-term planning certainty and flexibility and;
  • Make it easier to pass on your wealth according to your wishes.

Wincore’s experts have a wealth of experience in national and international estate planning as well as in the development and formulation of family governance principles. They will also advise you on your charitable or philanthropic projects. Wincore Wealth Planners work with you as your trusted advisors to understand your wealth and family structure, risk appetite and objectives, enabling you to define and implement appropriate solutions that meet your wealth planning goals over the long term.

Planning and management of your wealth can be very challenging. Our team of well-experienced International Wealth Planning experts can support and guide you through every step of this process.

For Support and assistance on this matter Get in Touch with our Corporate Team Today 

 Wincore specializes in Tax, Estate, Corporate and Fiduciary matters. We provide pragmatic, flexible and efficient solutions to individual entrepreneurs, startup businesses, foreign and local SMEs, multinationals, wealthy international families, HNWIs and UHNWIs.

Wincore Advisory Group’s full range of services: CRS (AEOI) – OECD exchange of information; Economic Substance Regulations; Trust & Foundation; Asset ProtectionEstate & Tax Planning; Corporate Services; Sophisticated UAE Sponsorship Planning; Debt Collection Services in UAE; Residency & Citizenship Services (Foreign second passports).


Mohammed Rahali

Managing Partner

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