Learn More

Expat Financial Advice Services

One adviser coordinating your plan, backed by specialist expertise across Titan.

Titan Wealth International provides expat financial advice services across financial planning, pensions, tax planning, estate planning, protection, asset structuring, migration advisory and real estate advisory. Clients work with one adviser who owns the financial plan, supported by specialist expertise across Titan where needed.

As Seen In

Financial Planning Services

Titan Wealth International helps expats coordinate financial planning across life, family, business and wealth decisions, so individual choices sit within one joined-up plan.

Lifestyle Financial Planning

Financial planning shaped around international lifestyles, future spending and long-term security.

Cash Flow Modelling

Forward-looking modelling that helps expats test decisions before making them.

Education Fee Planning

Structured planning for international school and university fees across changing circumstances.

Intergenerational Financial Planning

Planning that connects family wealth, succession priorities and future generations

Goal-Based Financial Planning

Advice structured around defined objectives, timelines and measurable financial outcomes.

Business Owner Financial Planning

Financial planning for expat business owners balancing company, personal and family wealth.

Family Financial Planning

Joined-up advice for expat families managing protection, education, inheritance and long-term security.

Major Life Event Planning

Advice for expats navigating divorce, inheritance, business sale, relocation, retirement or other major life events.

Retirement Planning Services

Titan Wealth International helps expats plan retirement across pensions, income, tax, investments, residence and later-life priorities.

Retirement Income Planning

Planning sustainable retirement income across pensions, investments and international assets.

Drawdown Planning

Advice on accessing pension wealth flexibly while managing long-term sustainability.

Retirement Accumulation Planning

Planning for expats building retirement wealth before they start drawing income.

Retirement Cash Flow Planning

Modelling future retirement income, spending, withdrawals and long-term affordability.

Retirement Tax Planning

Tax-aware retirement planning across pensions, income, investments and residence.

Later Life Planning

Advice for later-life decisions involving income, care, family and legacy.

Care Fee Planning

Planning for potential care costs without undermining broader family objectives.

Coordinating Multiple Pensions

Advice for expats managing several pensions across providers, jurisdictions and structures.

Pension Advice Services

Titan Wealth International advises expats on pension strategy, structure, income, access and management.

Existing Pension Structure Advice

Ongoing advice for expats retaining their current pension structure.

Pension Drawdown

Advice on drawing pension income flexibly, sustainably and tax-efficiently.

Defined Benefit Pension Analysis

Analysis of defined benefit pensions before making irreversible retirement decisions.

National Insurance Contributions

Guidance on voluntary contributions for expats planning UK State Pension entitlement.

SIPP Advice

Advice on SIPPs within wider expat retirement and tax planning.

QROPS Advice

Advice on QROPS suitability, structure, jurisdiction and long-term planning implications.

Annuities

Advice on guaranteed retirement income and its role within planning.

International Pensions

Pension advice for clients with retirement assets across multiple jurisdictions.

International Retirement Plans

Advice on international retirement plans for globally mobile expats.

40EE Pension Planning

Guidance on 40EE pension structures within relevant international planning contexts.

Pension Transfer Services

Titan Wealth International advises expats considering pension transfers across schemes, jurisdictions and structures.

Defined Contribution Pension Transfer

Advice on transferring defined contribution pensions into suitable retirement structures.

SIPP Transfer

Advice on transferring pensions into, between or away from SIPPs.

QROPS Transfer

Advice on QROPS transfers, suitability, charges and cross-border implications.

QNUPS Transfer

Advice on existing QNUPS structures and their retirement planning role.

401(k) Rollover Advice

Advice on 401(k) rollover options for internationally mobile US-connected clients.

IRA Rollover Advice

Advice on IRA rollovers within wider retirement and tax planning.

Superannuation Transfer

Advice on Australian superannuation transfers and cross-border retirement considerations.

International Pension Transfer

Advice on moving international pension assets across borders, schemes and jurisdictions.

US Retirement Account Advice by Country

Country-specific advice for US-connected expats managing 401(k), IRA and other US retirement accounts while living abroad, including rollover options, residence, tax and wider retirement planning considerations.

Tax Planning Services

Titan Wealth International helps expats understand tax-sensitive decisions across residence, income, gains, pensions and estate planning.

General Tax Planning

Integrated tax planning across income, investments, pensions and estate considerations.

Repatriation Tax

Tax planning for expats returning home or relocating between jurisdictions.

Cross-Border Tax Strategy

Strategic tax coordination for expats with assets, income or residence overseas.

Lifetime Allowance

Planning around legacy pension allowance issues and historic protection considerations.

Inheritance Tax

Advice on inheritance tax exposure, estate structure and family wealth transfer.

Capital Gains Tax

Planning for gains on investments, property and assets across jurisdictions.

Income Tax

Income tax planning for expats, including relevant double taxation agreements.

Tax Return Service

Tax return support for expats with domestic or cross-border reporting obligations.

Estate Planning Services

Titan Wealth International helps expats structure wealth transfer, control, succession, trusts and family continuity across jurisdictions.

Will Writing Service

Will writing support aligned with family, wealth and jurisdictional considerations.

Executor Services

Executor support for expats seeking continuity, oversight and estate administration.

Succession Planning

Planning for the structured transfer of assets, businesses and family wealth.

Trust Planning

Advice on trust structures for control, succession, and intergenerational planning.

Protection Planning Services

Titan Wealth International helps expats protect income, families, businesses and long-term financial plans.

Term Life Insurance

Portable life cover designed to protect families, debts and defined liabilities.

Critical Illness Cover

Protection planning for serious illness and major health-related financial disruption.

Shareholder Insurance Protection

Business protection designed to preserve ownership, continuity and shareholder value.

International Health Insurance

Private health insurance advice for families, individuals and internationally mobile clients.

Whole of Life Insurance

Permanent life cover for estate planning, family protection and liquidity needs.

Income Protection

Insurance planning designed to protect earnings during illness or incapacity.

Asset Structuring Services

Titan Wealth International helps expats coordinate structures for investments, tax planning, succession and cross-border flexibility.

Individual Savings Accounts

Advice on holding, managing or restructuring UK ISAs as an expat.

Venture Capital Trusts

Advice on managing existing VCTs after becoming non-UK resident.

Enterprise Investment Schemes

Advice on managing EIS investments as residence and tax position change.

Assurance Vie

Advice on Assurance Vie structures for relevant international planning needs.

Universal Life Insurance

Advice on ULI for protection, estate planning and long-term liquidity.

Migration Advisory Services

Titan Wealth International helps clients coordinate financial planning decisions before, during and after international relocation.

Global Mobility Planning

Planning for clients moving between countries with wealth, family and tax considerations.

Tax Residency Planning

Advice on tax residency, timing and relocation-related planning decisions.

Cross-Border Family Structuring

Structuring support for families with assets, members or obligations across borders.

Citizenship and Visa Route Evaluation

Evaluation of citizenship and visa routes alongside wider planning considerations.

Strategic Relocation Consulting

Relocation planning that coordinates tax, wealth, family and jurisdictional decisions.

Citizenship by Investment

Advice around citizenship by investment within broader mobility and wealth planning.

Golden Visas and Residency by Investment

Residency by investment guidance for clients seeking greater international optionality.

Real Estate Advisory Services

Titan Wealth International advises individuals and institutions on UAE real estate, including investment strategy, development opportunities, land acquisition and transaction support.