Who We Help
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.

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Advice
Advice

Financial Planning

Retirement Planning

Pension Advice

Pension Transfer

Tax Planning

Estate Planning

Protection Planning

Asset Structuring

Migration & Relocation Advisory Services
Financial Planning Overview

Create a personalised financial plan that brings together your pensions, investments, tax, and retirement goals into one clear strategy.

Education Fee Planning

Plan ahead for education costs with tailored strategies that help fund school and university fees while protecting your long-term wealth.

Major Life Event Planning

Navigate major life events with expert financial planning, helping you adapt your strategy as your personal and financial circumstances change.

Retirement Planning Overview

Build a retirement plan that helps you grow your wealth, generate sustainable income, and achieve financial confidence wherever you retire.

Retirement Income Planning

Create a sustainable retirement income strategy that helps you meet your lifestyle goals while managing tax, longevity, and investment risks.

Retirement Accumulation Planning

Grow your retirement savings with a tailored accumulation strategy designed to maximise long-term wealth and prepare you for retirement.

Pension Advice Overview

Make informed pension decisions with expert advice on retirement planning, consolidation, transfers, and managing pensions across borders.

Defined Benefit Pension Analysis

Understand your defined benefit pension with a detailed analysis of transfer options, retirement income, and long-term financial outcomes.

National Insurance Contributions (NICs)

Protect your UK State Pension by understanding your National Insurance contribution options while living and working overseas.

SIPP Advice

Maximise your retirement savings with tailored SIPP advice, helping you choose investments and manage your pension with confidence.

QROPS Advice

Receive specialist advice on managing your existing QROPS, ensuring it remains aligned with your retirement goals and tax position.

Annuities

Secure a reliable retirement income with expert annuity advice tailored to your lifestyle, income needs, and long-term financial security.

Pension Transfer Overview

Receive expert pension transfer advice to help you understand your options and navigate tax, investment, and retirement planning considerations across borders.

Defined Contribution Pension Transfer

Understand your defined contribution pension transfer options and make informed decisions to support your long-term retirement goals.

SIPP Transfer

Explore whether transferring your pension into a SIPP is appropriate for your circumstances, with specialist advice on your available options.

401k Rollover

Receive specialist advice on your 401(k) rollover options, including cross-border tax, investment, and retirement planning considerations.

UK Pension Transfer Advice By Country

Explore your options for transferring a UK pension overseas, with country-specific guidance and specialist cross-border advice.

UK Pension Transfer Advice By Country

Australia

Belgium

Cyprus

France

Germany

Ireland

Italy

Malaysia

Netherlands

New Zealand

Portugal

Qatar

Saudi Arabia

Singapore

South Africa

Spain

Switzerland

Thailand

UAE

USA

US Retirement Account Advice by Country

Access country-specific guidance on managing US retirement accounts while living overseas, including tax and retirement planning considerations.

US Retirement Account Advice by Country

UK

Tax Planning Overview

Receive tailored cross-border tax planning advice to help you understand your tax position and make informed financial decisions.

General Tax Planning

Explore cross-border tax planning considerations with personalised advice tailored to your circumstances and financial objectives.

UK Repatriation Tax

Prepare for your return to the UK with tailored tax planning advice to help you understand the financial implications of repatriation.

Inheritance Tax

Understand the inheritance tax planning options available to you and receive tailored advice based on your circumstances and objectives.

Estate Planning Overview

Plan for the future with tailored estate planning advice to help you structure your affairs and communicate your wishes clearly.

Will Writing

Prepare a legally valid will with specialist guidance tailored to your personal circumstances, family needs, and international assets.

Trust Planning

Explore trust planning options with specialist advice tailored to your financial objectives, family circumstances, and estate planning needs.

Protection Planning Overview

Explore protection planning solutions designed to help provide financial security for you and your family if the unexpected happens.

Critical Illness Insurance

Understand your critical illness cover options with tailored advice to help support your financial needs following a serious illness.

Income Protection

Explore income protection solutions designed to provide financial support if illness or injury prevents you from working.

Asset Structuring Overview

Explore asset structuring solutions designed to support your cross-border financial planning, investment strategy, and long-term wealth objectives.

Personal Portfolio Bonds

Understand how Personal Portfolio Bonds can support your investment strategy and broader cross-border financial planning objectives.

Personal Portfolio Bonds

Personal Portfolio Bonds in Portugal

Learn how Personal Portfolio Bonds may form part of your financial planning while living in Portugal, with guidance tailored to your circumstances.

Migration & Relocation Advisory Services Overview

Plan your international move with tailored guidance across relocation, residency, investment, and cross-border financial planning considerations.

Global Mobility Planning

Receive guidance on the financial and practical considerations of moving overseas, tailored to your circumstances and long-term objectives.

Citizenship by Investment

Explore citizenship by investment options with guidance on eligibility, application considerations, and how they may fit your wider plans.

Golden Visas (Residency by Investment)

Understand golden visa options with tailored guidance on residency routes, investment requirements, and wider financial planning considerations.

Book a Discovery Call

Find out how we can help you in 15 minutes.

Speak to an Adviser

Expat Financial Advice: How to Manage Your Finances Abroad

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Wealth
Wealth

Investment Management

Banking Solutions

Property Investment
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.

Investment Accounts

General Investment Account

Invest flexibly through a General Investment Account, providing access to professionally managed portfolios without pension or ISA restrictions.

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.

Lending

Expat Mortgages

Secure an expat mortgage with specialist advice and access to competitive lending solutions for international property purchases and refinancing.

Property Investment

Access end-to-end property investment solutions, combining sourcing, financing, and structuring to help build long-term wealth through property.

Property Investment

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.

Book a Discovery Call

Find out how we can help you in 15 minutes.

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Investment Management for HNW Families: How to Build a Robust Family Wealth Programme

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Solutions
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.

Book a Discovery Call

Find out how we can help you in 15 minutes.

Speak to an Adviser
Resources
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.

Wealth Management and Financial Planning

Retirement Planning

Pensions

Tax Planning

Estate and Inheritance Planning

Insurance and Protection

Investments

Moving and Living Abroad

Property Investment

All Articles

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.

Double Taxation Agreement: A Guide For Expats

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Expat Financial Advice: How to Manage Your Finances Abroad

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Estate and Inheritance Planning

Topics

19 Articles

Estate and Legacy Planning

Inheritance and Estate Tax

Trusts

25 - 09 - 26

UK Inheritance Tax in Australia: What UK Expats Need to Know

24 - 04 - 26

Estate Planning and Wealth Management for High-Net-Worth UK Residents and British Expats

17 - 04 - 26

International Estate Planning for HNW Individuals

13 - 03 - 26

UHNW Legacy Plan: Wealth Structuring, Cross-Border Tax Efficiency, and Values-Based Succession for Ultra-High-Net-Worth Families

28 - 02 - 26

Estate Planning for High-Net-Worth Individuals: Key Strategies for Expats

12 - 12 - 25

How To Leverage an Excluded Property Trust To Mitigate UK IHT Liability

05 - 12 - 25

Key Benefits of Estate Planning for UK Expats

17 - 10 - 25

What Is a Discretionary Trust—An Estate Planning Guide for UK Expats

01 - 08 - 25

Is There an Inheritance Tax in Dubai? A Complete Guide for UK Expats

04 - 07 - 25

Practical Estate Planning Advice UK Expats Should Consider

04 - 07 - 25

Expats’ Guide to Estate Planning in the UK

04 - 07 - 25

How To Use a Gift Trust for Estate Planning as a UK Expat

27 - 06 - 25

How UK Expats Can Use a Discounted Gift Trust to Reduce Inheritance Tax

14 - 06 - 25

A Comprehensive Inheritance Tax Planning Guide for UK Expats

14 - 06 - 25

Inheritance Tax Planning for Expats

14 - 06 - 25

Estate Tax Planning: An In-Depth Guide for UK Expats in the US

14 - 06 - 25

Legacy Planning: Definition, Importance & Strategies

14 - 06 - 25

The Ultimate Guide to Establishing a Loan Trust as a UK Expat

14 - 06 - 25

Estate Planning in Dubai: Inheritance Rules and Key Considerations for UK Expats