Comprehensive Advice with a Holistic Approach

General guidance and advisory on the LDF process

The Liechtenstein Disclosure Facility (LDF) process enables private investors to achieve the regularization of their tax affairs on beneficial terms. At Kaiser Partner, our team of specialist LDF advisors benefit from the firm’s deep involvement in the development of the agreement. Our team will be on hand to guide investors through the process swiftly, efficiently and with the objective of preparing the client for the future world of investing.

Tax base accounting services 

Kaiser Partner offers comprehensive services that can summarise personal wealth in a way that helps facilitate the disclosure process.

  • Multi-year determination of income and realised capital gains
  • A reporting format adapted to the requirements of the client and/or the professional adviser making the LDF application
  • An excellent understanding of the UK tax reporting requirements

Creation of a footprint 

To make use of the LDF, an investor must establish a link to a Liechtenstein-based financial institution. The LDF agreement provides several options. Kaiser Partner advises on which of the solutions fits best and helps establishing it.

Assistance in sourcing legal and tax advice

While Kaiser Partner discreetly coordinates the process from Liechtenstein, there are certain steps in the process that need support from within the UK. With our global network of experts, we may offer help in choosing qualified lawyers and tax advisors.

Efficient tax-compliant investment solutions

While tax-compliance can help secure assets in the eyes of the regulator there is still the broader requirement of ensuring the funds are appropriately invested in today’s complex markets. Kaiser Partner has developed a distinctive asset management process that integrates the aspect of tax-efficiency and focuses on investing within the principle of ESG.

“Responsibility in Wealth” means comprehensive advisory

Kaiser Partner lives its philosophy of Responsibility in Wealth. Clients making use of our LDF capabilities will profit from our holistic view on their situation, including independent, non-binding asset planning and investment consulting, including an analysis and review of your asset allocation. Further information can be found on the Private Banking pages on the Kaiser Partner Website.