1. Private Wealth Management

2. Agenda

Who are Globaleye

What do we do?

Way Forward

3. Globaleye

Founded 14 years ago

Maktoum sponsored

Global presence

Service

Independent

Security

4. Risk Taxation Estate Planning Emergency Reserve Education Retirement Onshore Pensions Medical Ins Critical Illness Wills Family Protection Offshore Bank Accounts Future Security Management Holistic Wealth Management 5. Last Will and Testament

What is a Will

History

Risks not having a Will

How to set a will up

Costs

Process

6. If you do not have a Last Will andT estament

Intestate

Probate in each jurisdiction

Frozen

Find assets!

Family infighting re assets

Guardianship

Funeral

Taxation IHT

181 days / 3% per annum

7. http://www.hmrc.gov.uk/cto/customerguide/page14-1.htm 8. Sharia Law

Sharia Scholar appointed

Wife if no children 1/6 thif children

Husband if no children if children

Father 1/6 th

Grandfather 1/6 th

Sons rds - daughters up to rd

Male line

9. How to set up a Will

Will Questionnaire

• Executors

• Guardians

• Primary and secondary (substitutes)

• Beneficiaries

• Specific gifts

10. Costs

Wills Direct

Single and Mirror Wills

11. Process

Questionnaire

Draft

Witnessed and signed

Free consultation in your offices

12. Any Questions?