8 | Wealth & Finance Q2 2024 Retirement Planning Advisory Firm of the Year 2024 - Thailand Founded in 2007, Business Class Asia is the leading Retirement Planning Advisory Firm in Thailand, with wealth management expert Paul Dickinson at its helm. The company’s primary focus lies in international retirement planning, estate and asset protection, international and local property sales, and unique trust options. Business Class Asia is a vital component of the wider Business Class Group, which operates 13 brands across Asia and Europe, offering financial planning services. Over almost two decades of operation, the company has expanded and developed its expertise services to suit a wide range of clients. The primary clients that Business Class Asia caters to includes the expatriate community in Thailand and Thai overseas investors, looking for Retirement and Property Protection Planning. The company’s mission is to grow and protect its clients’ wealth and assets for future generations to come. This can be particularly reassuring for clients additionally navigating the uncertain world of relocation alongside their retirement. “Transparency, security, and choice.” Business Class Asia is highly positioned in the market through its utilization of unique, bestselling Retirement Solutions of the Soteria Trusts and Hestia Trusts. For example, the company is the sole distributor of the Soteria Trusts in Thailand, a company with a revolutionary offering on the market. One of Soteria Trusts solutions is often referred to as Property Pension and is aimed at clients with UK-sited assets that can be shielded from the UK and Thai taxation systems. The Soteria Trusts has been created to support retirement savings and enable the client to live a financially secure life pending retirement, including passing on remaining estate to beneficiaries’ tax free, which removes a common additional stress when arranging pensions. Choosing the Soteria Trusts Property Pension comes with the benefits of the trust being 100% Creditor Protected, which offers a multi-generation legacy planning. It is also free from capital gains, dividends, and inheritance tax, and offers lower rates of income tax. What’s more, Business Class Asia’s second bestselling service is Hestia Trusts, a trust-based platform that offers access to fixed-income opportunities usually reserved only for high capital clients. The trust’s structure is in Hong Kong and makes Hestia Trusts incredibly tax- efficient so that a higher portion of the returns remain with the client. With annual returns of up to 16% and no capital gains tax, Hestia Trusts is the ideal retirement solution for those with an initial £50,000 lump sum and an interest in growing their wealth. “ We believe in the importance of knowledge.” Business Class Asia has a client-forward approach in its business, and trains employees to prioritise the client with each decision. When asked about client service, Paul says, “We recognise that prioritising out clients is the cornerstone of fostering sustainable, mutually beneficial relationships.” The company understands that trust is paramount in this industry and takes due consideration in explaining each solution to clients in an honest and comprehensive manner. In addition, the company advisors are reachable to clients via phone, email, and other online communications and are always on hand to explain and help. This fosters a relationship in which the client can feel reassured and trusting in the company. “Ensuring that our clients understand their options and have the chance to meet us in person before discussing any services is key to building trust,” says Paul. Apr24383 Business Class Asia is Southeast Asia’s foremost Wealth Planning Specialist, with the mission to grow and protect its clients’ wealth and assets through streamlined pension management services. We speak to Regional Manager Paul Dickinson as the company wins its title in the Retirement Planning Awards 2024.
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