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Who We Help
We provide tailored wealth management solutions for expats and high-net-worth individuals. See the groups we serve and how our bespoke solutions can help you manage and grow your wealth globally.
Clients We Help Overview
British Expats
Wealth management for British expats, covering UK pensions, tax optimisation, and cross-border advice.
US Expats
Wealth management for US expats, including 401k rollovers, IRA transfers, and cross-border tax planning.
Non-Resident Indians
Wealth management for NRIs, addressing foreign tax obligations, remittances and currency fluctuations.
Financial Planning Overview
Pension Advice
Expert guidance to manage your pensions, align them with your goals, and maximise growth tax-efficiently.
Pension Advice Services
Pension Transfer
Bespoke pension transfer solutions for expats, including SIPPs, QROPS, and 401(k) Rollovers.
Pension Transfer Services
Tax Planning Overview
General Tax Planning
Optimise your wealth with tailored tax strategies for expats navigating multi-jurisdictional complexities.
Inheritance Planning
Preserve your legacy with tailored solutions for expats navigating cross-border requirements.
UK Repatriation
Simplify your return with expert guidance, ensuring a smooth transition back to the UK after living abroad.
Protection Planning Overview
Critical Illness Cover
Protect your financial future with critical illness cover designed for expats, offering financial support and stability when serious illness strikes.
Income Protection
Protect your income with cover designed for expats, providing financial stability if illness or injury stops you from working.
Migration Advisory Service Overview
Strategic migration and wealth planning with Titan Wealth. Align citizenship, residency, and tax with your global lifestyle and financial goals.
Global Mobility Planning
Relocate with clarity. Titan Wealth International helps align your move with tax, retirement, and wealth planning for a globally optimised financial future.
Citizenship By Investment
Citizenship by Investment aligned with your wealth, tax, and retirement goals — a smarter way to secure a second passport with long-term benefits.
Golden Visas (Residency By Investment)
Explore Golden Visas and Residency by Investment with a financial plan that aligns tax, wealth, and retirement goals for your global future.
Expat Financial Advice: How to Manage Your Finances Abroad
Investment Management Overview
Grow and protect your wealth with tailored investment management solutions, designed around your financial goals, risk profile, and long-term objectives.
Portfolio Management
Access professionally managed portfolios tailored to your goals, risk tolerance, and time horizon, with ongoing monitoring and expert investment oversight.
Managed Portfolio
Invest in professionally managed, risk-rated portfolios with ongoing monitoring and rebalancing to keep your investments aligned with your objectives.
Custom Investment Portfolio
Create a bespoke investment portfolio tailored to your financial goals, risk preferences, and personal investment requirements.
Investment Accounts
Choose from a range of investment accounts designed to help you invest tax-efficiently while supporting your long-term financial goals.
Banking Solutions
Access international banking solutions tailored to expats, helping you manage your money seamlessly across borders with confidence.
Private Banking
Access bespoke private banking services, combining personalised wealth solutions, exclusive banking facilities, and dedicated relationship management.
Expat Banking
Manage your finances internationally with banking solutions designed for expats, offering flexible accounts and seamless cross-border banking.
Currency Transfer
Transfer money internationally with competitive exchange rates, efficient payments, and expert support for cross-border transactions.
Lending
Access tailored lending solutions to support property purchases, refinancing, and other borrowing needs wherever you live.
Property Investment
Access end-to-end property investment solutions, combining sourcing, financing, and structuring to help build long-term wealth through property.
Limited Company Incorporation
Set up a limited company for property investment, helping optimise ownership structures, tax efficiency, and long-term wealth planning.
Property Investment Developments
Explore carefully selected property developments for expats offering strong investment potential, with expert support throughout the process.
Investment Management for HNW Families: How to Build a Robust Family Wealth Programme
Solutions
Discover expat financial solutions, including portfolio optimisation, pension consolidation, tax savings, wealth growth, and retirement planning, with expert guidance to secure your financial future.
Expat Solutions Overview
Optimise My Tax Strategy
Tax optimisation solutions for expats, reducing liabilities with specialist cross-border advice.
Optimise My Portfolio
Optimise your portfolio with expert management, global access, and a strategy aligned to your goals.
Consolidate My Pensions
Consolidate your pensions for streamlined management and better investment options.
QROPS Pension Transfer to SIPP
Review your QROPS and discover if moving to a UK SIPP offers greater flexibility and value.
Resources
Our expert adviser-produced resources offer insights to help you make informed decisions on financial, tax, and estate planning. Start learning today and take control of your financial future.
See All Resources
Articles
Read expert adviser-written articles on wealth management, tax, pensions, and expat financial strategies.
Calculators
Our calculators help you plan retirement, tax, pensions, and property investments to make informed financial decisions.
Guides
Discover expert guides on expat pensions, tax, property, and retirement planning to help secure your financial future.
Thought Leadership
Expert insights from our advisers and board on UK tax changes, expat wealth planning, global investing, and cross-border strategy.
For American expats living overseas, US retirement accounts often remain a significant part of long-term financial planning. Managing 401k plans, Traditional IRAs, Roth IRAs and other retirement assets can involve a range of considerations, including local tax treatment, residency status and the coordination of retirement assets across jurisdictions.
Titan Wealth International provides US retirement account advice by country for American expats and internationally mobile individuals. Our country-specific guidance helps clients understand how US retirement accounts interact with the financial, tax and retirement planning considerations of the country in which they live.
As Seen In
How your US retirement accounts are taxed — and what you can sensibly do with them — depends on where you live and the tax treaty in place. Select your country of residence below for guidance built around where you’ll be living.
Our Financial Resources help you to make informed decisions for your financial, tax and estate planning goals. Start learning today.