MASECO Private Wealth has selected Voyant UK to deliver front-end financial planning strategies to its international clients and will use both the UK and US versions of Voyant’s software to poinpoint clients’ needs.

MASECO specialises in tax-efficient wealth management solutions to US citizens now living in the UK.

The two companies are working with fund providers and product distributors to enable clients to understand how specific international products impact on their overall investment plans.

James Sellon, managing partner at MASECO, said: “Voyant gives us a superb blend of planning disciplines, including investment, tax, cash flow as well as interactive ‘what if’ scenarios’ and life event planning. International clients have many unique opportunities for investment, but also pose a particular challenge in properly managing their liquidity and tax liability.

“Depending on how long a client is planning on being in residence in a particular international location, they may earn more investing in a product with less potential upside growth but a more efficient offshore tax wrapper. Voyant is great for visually demonstrating the alternatives, showing our specialism in this area, and importantly gaining the clients' trust.”