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Miguel's story

Please note:
This section shows examples of common client scenarios and how we could help them build their wealth. These case studies are based on our typical clients.

Select case study:

Miguel is a 32 year old commodities trader living in the UK. He makes good money and eventually wants to send some of this back to his home country of Spain – to an existing Citi account in Madrid. He has over £200,000 to invest and has also been advised to look at his tax situation* and minimise his liabilities wherever possible.

Miguel's needs:

  • Help investing his wealth in a tax-efficient way.
  • The ability to easily transfer money to Spain from his offshore account.

We can help him by:

  • Offering him a free one hour Tax Review with Deloitte where he will receive advice on developing a full tax planning strategy.
  • Providing him with wealth management strategies that allow him to grow his wealth as well as enjoying tax efficiencies on his offshore account.
  • Enabling him to hold his wealth in Sterling and Euro with our offshore Cash Account.
  • Giving him access to free and immediate global fund transfers to his Citi account in Spain. He is able to make these transactions online.

*Citi International Personal Bank does not provide tax advice; you will need to consult with your tax adviser to find out if these products and services are appropriate to your individual circumstances.

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