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Portfolio Archive:

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  2. Case Studies
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Complex income profile Grade II listed refinance

UK PropertyBy David WatsonOctober 1, 2024

Our distinguished client, a high-net-worth individual, sought financing for a distinctive estate valued at £4.25 million. They required a £2.5 million loan to capitalise on a specific investment opportunity.

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Refinancing for Finnish National and US Resident

International, UK PropertyBy David WatsonOctober 1, 2024

Our client, a distinguished Finnish national with substantial wealth currently residing in the USA, sought our expertise to secure capital for the purchase of a new home in the United States, their primary residence.

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High-net-worth family wealth management

UK PropertyBy David WatsonOctober 1, 2024

With significant assets spread across a diverse investment portfolio, real estate holdings, multiple family businesses, and pension accounts, they required a comprehensive approach to ensure their wealth was preserved and optimised for future generations.

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Banking facility for a Pakistan resident and national

InternationalBy David WatsonOctober 1, 2024

A Pakistani national and resident approached JLP Advisory seeking to invest in the UK property market. The client required a banking facility to support this significant investment, which presented challenges due to the complexities of cross-border financing and the stringent requirements typically associated with international banking for non-residents.

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US Investor buying a London Pied à Terre

InternationalBy David WatsonSeptember 30, 2024

JLP Advisory was approached by a prominent U.S. national and resident, known for their substantial ultra-high-net-worth individual (UHNWI) portfolio as a landlord.

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Vintage Car Collection Equity Release

Luxury AssetBy David WatsonSeptember 30, 2024

In the realm of bespoke financial solutions, a rarefied offering was presented: a financing arrangement for a distinguished collection of vintage automobiles valued at £3,000,000.

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Assisting with a complex Business Sale

Corporate FinanceBy David WatsonSeptember 30, 2024

A successful business owner approached JLP Advisory as they prepared to sell their company and sought the most tax-efficient strategy for the transaction. With the business representing a significant portion of their wealth, it was crucial to ensure that the sale was structured to maximise their financial outcome while minimising tax liabilities. JLP Advisory immediately…

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USA National needed Cypriot Residency

InternationalBy David WatsonSeptember 30, 2024

Navigating the complex requirements of international residency programs can be challenging, especially when dealing with different legal, financial, and regulatory frameworks across borders.

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American Bridging Loan for Development

InternationalBy David WatsonSeptember 30, 2024

To facilitate an acquisition, a UHNW required $10 million in bridging finance, allowing them to secure the property quickly and proceed with their development plans.

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Family Property Portfolio Refinance

By David WatsonSeptember 30, 2024

A high-net-worth family engaged JLP Advisory to refinance their property portfolio, valued at £10 million, with the goal of repositioning the assets into a company structure for enhanced tax efficiency.

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