UK

About Alexander Beard UK

Our UK business has its roots in the formation of Alexander Beard Group in October 1987.

Our strategy has always been to offer our services to niche markets, and our three divisions and overseas offices reflect this.

Expatriate Services:

If you are a USA citizen living or moving overseas and have left behind a 401K or an IRA, then you may find some US pension providers will not want to continue holding your account. We have a legal, tax efficient solution with respected US providers and UK, FATCA** compliant, solutions for ongoing investment requirements.

If you are Australian, Irish, Canadian or South African, living in the UK, then we can continue to look after any local investments and pensions left behind, as well as providing expert advice on releasing and reinvesting whilst meeting any government exchange control regulations and ongoing tax reporting, that may exist.

** is the US Foreign Account Taxation Compliance Act.

International Employee Benefits:

Our in-house EB team have many years’ experience in providing consultation, advice, advice, implementation and on-going service to local and international employers with workforces, as well as managing global EB solutions for multi- national companies.

The Alexander Beard International Retirement Plan:

A flexible, transferable, corporate sponsored plan for globally mobile workforce and local nationals who do not have mandatory pension provision in their home country. We provide set-up, ongoing administration and investment oversight.

Important information

Alexander Beard is a trading name of Alexander Beard Ltd., an appointed representative of Alexander Beard Investment Management Limited, which is authorised and regulated by the Financial Conduct Authority.