Financial Consulting

Our services include financial, estate and succession planning, corporate structuring and trusts advisory.

Anglo Capital Limited, part of the Braude Wealth group, provides financial consulting services for international families and specializes in helping English-speaking residents of Israel and their relatives around the world.

We offer wealth structuring services for individuals, families, trusts, foundations & corporations, responding to the complex needs of multi-jurisdictional financial environments with tailored solutions.

Estate Planning

Returning Israelis

TrustAdvisory

Israel Property Advisory

Aliya Advice

We can also help families who plan to relocate to Israel with their pre-Aliyah financial structuring and offer them property advisory service for an investment property in Israel.

Estate Planning

In today’s global village, estate planning must take into account the multi-national implications of your succession planning.

If members of your family live in different jurisdictions, it is important to investigate the tax implications of the bequests they receive.

Anglo Capital Limited helps its clients to structure their affairs and to plan an efficient transfer of their wealth in the most efficient way to help all those who stand to inherit.  To talk to Anglo Capital about updating your plans to take into account international tax regulations, contact us today in complete confidence.  We can work alongside your existing advisors to ensure that your arrangements are compliant.

Trust Advisory

Many international legal professionals who help families to set up trusts are unaware of the consequences where one or more of the beneficiaries is resident in Israel.

Since 2014, Israeli law imposes trust reporting obligations on trusts with Israeli resident beneficiaries.  In many cases the trustees are not aware that the trust they are managing falls under Israeli tax jurisdiction, and the beneficiaries may be disadvantaged by the trustees’ non-compliance with Israeli tax requirements.

Anglo Capital Limited specializes in helping families and their advisors to understand and comply with the effects of Israeli laws on the taxation of foreign trusts.

Aliya Advice

An Israel property is an integral part of many Jewish families’ worldwide investment holdings, providing investment returns and personal security. Whether you are buying an Israeli home for your family or as an investment, we can help you to purchase your Israeli property with complete peace of mind.

Returning Israelis

The Israeli government has allowed certain benefits for those who are recognized as Returning Israeli Citizens (Toshavim Chozrim), to encourage and facilitate their return to Israel.

Israel Property Advisory

Whether you are buying an Israeli home for your family or as an investment, we can help you to purchase your Israeli property with complete peace of mind.

The process of buying a property overseas is often fraught with frustrations for international investors, caused by the language barrier, cultural differences and often a lack of knowledge of local conditions.  There are many advantages to using a local trusted advisor to assist you in navigating the Israeli property purchase process.

We have developed a network of property agents, lawyers, accountants, contractors, and mortgage banks in cities around Israel.  We can help you decide which location will best suit your needs, either for a holiday or permanent home or as a profitable investment, and assist in the entire process.

Philip Braude, CEO of Anglo Capital Limited has more than 25 years’ experience in property development, investment, acquisition and management.  Allow us to interface on your behalf with the Israeli property developer, negotiate the purchase contract, liaise with the lawyers, and with the Israeli mortgage banks should you require mortgage financing.

Anglo Capital Limited’s Turn-Key Israel Property Services:

  • Discussing objectives and preferred locations
  • Identifying prospective properties
  • Opening an Israeli bank account on your behalf
  • Liaising with your attorney
  • Obtaining mortgage information from different Israeli financial institutions and assistance in mortgage application process
  • Facilitating granting of mortgage bond by Israeli financial institution
  • Negotiating contract with seller/building contractor
  • Liaising with the contractor including your specifications and alterations
  • Taking possession of the apartment from contractor on your behalf
  • Preparing a budget of expenditure over and above purchase price, including acquisition tax, legal fees, installation of electricity, gas and water meters, burglar bars, mortgage costs, etc.
  • Supervision of funds including payments to contractor as per purchase agreement
  • Accounting for funds spent

Financial Institutions we work with

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