At WDM International our Private Client Services practice, provides bespoke solutions to wealthy individuals and entrepreneurs both in Malta and internationally. The long-term wealth management solutions we can provide include not only tax advice, but take into account our clients’ varied commercial needs. At the top of our agenda is the protection and maximisation of our clients’ personal wealth. We provide expert advice on all aspects of personal taxation for high net worth individuals, entertainers, entrepreneurs, sportsmen, and executives alike.
At WDM International we are also able to incorporate and administer special purpose vehicles (SPVs), register private and commercial vessels and aircraft, while carrying out any tax and regulatory compliance. Our global network enables us to provide a full range of services in the main markets of choice of our clients, while simultaneously keeping our clients informed of opportunities and pertinent changes in legislation, which may affect and/or benefit them and their structures. Being entirely independent we are able to give unbiased advice. Our strength is our ability to listen, to understand and, on the basis of our experience, to recommend the best course of action for our clients.
Our firm is likewise committed to providing clear innovative solutions to complex immigration issues. To this end we assist high net worth individuals, entertainers and sports personalities, business entrepreneurs, skilled migrants and their families on all routes of entry into Malta. Our objective is to ensure our client’s immigration stability by identifying a long term strategy, all the while working within the cost expectations of our clients.
The private client team provides personal tax services to a vast clientele, ranging from company directors, prominent business owners and professionals to household names in entertainment, literature and sport. Our services extend to providing tax advice in relation to investments, pensions, insurance products and wills.
WDM’s international integrated approach to private client services and wealth management covers all forms of taxation. We help our clients with everything from advice on the sale and purchase of a company to dealing with tax investigations at all levels. We advise on the correct business structure from commencement to liquidation. We work closely with our clients other advisers to ensure a seamless service. Our staff are trained to a high standard and have access to all updated Maltese legislation.
Dr. Jonathan De Giovanni, on behalf of WDM Lex Advisory, has been approved as an accredited person by Identity Malta, the Agency responsible for Malta’s Citizenship by Investment Programme (IIP). The accreditation process for authorised intermediaries stems from the Individual Investor Programme of the Republic of Malta Regulations, 2013.
The rules outline the significance of the accreditation process pertaining to accredited persons, while providing for several measures of a qualitative and precautionary nature to ascertain that the pertinent due diligence is carried out at pre-application stage, by qualified and experienced private client and immigration law experts.
The role and responsibilities of an accredited person include:
- Protecting the long term integrity of the MIIP
- Submitting the application on behalf of the client
- Timely and accurate control of the funds flow in relation to the financial requirements imposed by the Programme
- Undertaking a thorough due diligence process for each prospective applicant
The Malta Individual Investor Programme allows for the grant of citizenship by a certificate of naturalization to foreign individuals and their families who contribute to the economic development of Malta.
WDM Lex Advisory is also an authorised registered mandatatory (ARM) for the purposes of the Global Residence Programme, The Malta Residence Programme, The Malta Retirement Programme and the United Nations Pensions Programme Rules.
WDM International is a leading Malta firm providing consultancy across the board, to citizens of other countries who live and work Malta. As well as providing Malta tax services to foreign nationals, we advise overseas accountants and lawyers whose clients have already come to Malta or will be arriving in the future, serving to minimise their exposure to all Malta taxes, including Income Tax, Capital Gains Tax, VAT, and duty on documents.