20 - 02 - 26
Retirement Planning for High-Net-Worth Individuals: A Cross-Border Strategy for Expats
Book a Discovery Call
Find out how we can help you in 15 minutes.
Retirement Strategy and Income
- Who We Help
-
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.
-
- Advice
-
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.
-
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
-
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.
-
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.
Expat Financial Advice: How to Manage Your Finances Abroad
-
- Wealth
-
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.
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.
-
Investment Management for HNW Families: How to Build a Robust Family Wealth Programme
-
- Solutions
-
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
-
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.
-