It’s fascinating to listen to all of you and a privilege to hear your valuable opinions. And an even bigger honour to work with you as colleagues, with reference to clients, to listen and advise each one of you in ways to protect your wealth, become more tax efficient and create new bespoke structures that can improve your financial situation is rewarding in so many ways. It is your needs and requirements that drives our innovation and success.

We are always seeking new methods to improve the services we provide and it is with great pleasure to announce the opening of our new accountancy practice Adwell and Greene in London. Currently with the sole benefit to our private and business clients at Alpha Wealth. Adding a sophisticated forensic accounting and reporting function to our business. Bringing together all aspects of financial planning and wealth preservation under one roof.

As we are aware, we live in uncertain times and an ever-changing global climate. The world stage is forever developing and stability is quite naturally always in mind. We do see the potential of economic downturns, upturns, increased depletion of privacy, rising costs, potential for increased taxation and also flaring up of world conflicts. Political situations change and it is ever more vital to be ahead of the curve, which is always our goal at Alpha. To turn potential negatives into positives, we can create new unique solutions to protect your wealth, reduce your global tax, exposure, secure privacy and at all times build solid relationships.

We continue to pride ourselves on modifying and developing tailor made solutions for each and every one of you. In the case of the high net worth and super high net worth individuals, and families, it is certainly the time to protect your wealth with unique structures Alpha is so pleased to provide.

For our clients with UK based wealth, with the 2024 budget recently released in the UK, it is of paramount importance to now protect one’s farms, businesses and estates; and to consider how the changes to the domicile - based taxation rules affect you. Our families can be confident in the knowledge their assets are protected and can be passed down in the best possible way to the next generation. Alpha is at the forefront of advising such clients and continuing to help protect wealth for generations.

As always, we continue to keep our promise that our fees paid by our clients are far outweighed by the money we save you.

Thank you to your continued support and we welcome new private members to the Alpha way of financial structuring and protection.