Services

The services of Anderson Lloyd International provide our clients with the support that they require to make a financial
success from their time spent offshore.

We professionally advise our clients on every aspect of financial planning that is relevant to their particular
circumstances. We are IFA’s, which means that we represent our clients and not an investment company. The "I" bit
means that we are independent and thus able to find the correct selection of financial solutions to fit around you.
We believe that independence is key to maintaining our ‘customer first’ philosophy and to that end will not introduce
our own funds or our own investment products.

Our commitment to you begins before an adviser from Anderson Lloyd International even meets a client. All advisers are
qualified to give financial advice and are members of relevant international professional bodies such as The Chartered
Insurance Institute. For the Expatriate teacher, Anderson Lloyd International is a supporting member of the European
Council for International Schools (ECIS).

Regular training and continued professional development ensures that all advisers are fully up to date, both with the
changing offshore market place, and with changing legislation and circumstances in the countries where our clients originate
from. A strict professional code of conduct guarantees that our clients always experience the very highest level of
professionalism, integrity and quality of service.

Anderson Lloyd International will help you prosper in a challenging world.

Services

Anderson Lloyd International's primary area of activity is the Middle-East. We are experts in professionally advising our individual and
corporate clients over a wide range of services which include Offshore Banking, Life Insurance, Medical Cover, Income Protection, Tax Planning
& Advice, Mortgages, Retirement Planning, Education Fees Advice, Savings and Investment, Trust Work, Inheritance / Estate Planning, Formation of Offshore Companies, Corporate Pension & Provident Schemes, Employee Benefit Packages.

Our Services Include:

» Offshore Banking » Life Insurance » Medical Cover » Income Protection » Tax Planning & Advice » Mortgages » Retirement Planning

» Education Fees Advice » Savings and Investment » Trust Work » Inheritance / Estate planning » Formation of Offshore Companies

» Corporate Pension & Provident Schemes » Employee Benefit Packages

» Offshore Banking
We assist our clients through the complicated procedures required to get offshore accounts opened. This is a free service and can be utilised by anyone, even if you are not a client of ours. Contact us for more information.

» Life Insurance
We are able to provide essential life assurance and critical illness cover to our clients at cost effective prices. Contact us for more information.

» Medical Cover
We provide our clients the best in private medical insurance from the largest international companies. Contact us for more information.

» Income Protection
This specialist area of protection is another service available from our company. Contact us for more information.

» Tax Planning & Advice
By incorporating the use of independent specialists, we can help you to protect the future of your estate and worldwide assets from being subject to heavy taxes. Contact us for more information.

» Mortgages
By utilising our links with Anderson Lloyd LLP (UK) we are able to offer our clients the best deals available for mortgages on properties in the UK as well as most of Europe. Contact us for more information.

» Retirement Planning
This is an area in which we excel. No other company is able to offer the huge variety of products, which we can tailor to suit every client’s particular circumstances. We can help you to retire at the time you want with the income you will need. Contact us for more information.

» Education Fees Advice
This is another area in which we specialise. Private school and University fees can be a huge drain on income. We work with our clients to ensure that these future expenses are covered by planning for them in advance. Don’t let the opportunity to safeguard your Children’s future pass you by. Contact us for more information.

» Savings and Investment
We are the experts in this area of Financial Planning. No other company has the number of relationships that we have developed with all the major fund management groups and alternative investment providers. We are the professionals that you should contact before making any investment decision. Contact us for more information.

» Trust Work
We have links with Trust companies that will save you money, if you’re a high net worth individual or a regular client wishing to avoid any unnecessary taxation, or to ensure that your estate passes to the right people. Contact us for more information.

» Inheritance / Estate planning
We have an “in-house” specialist as well as the full services of Anderson Lloyd LLP (UK) to assist our clients with every aspect of ensuring that the value of their estate is preserved, as much as is legally possible, for future generations. Contact us for more information.

» Formation of Offshore Companies
This is a useful service that we charge a fixed fee for. For some clients an offshore company is an essential part of their financial plan. We will handle every detail to ensure that your company is set up in the correct jurisdiction in the correct manner. Contact us for more information.

» Corporate Pension & Provident Schemes / Employee Benefit Packages
If you are a company that wants to attract and retain staff and are serious about treating your employees better than the competition, then what are you doing about it? If the answer is “nothing”, then contact us to see what benefits you could be offering your staff to make your firm stand out from the crowd.