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Alexander Beard

Cross border financial planning for globally mobile individuals and families

We like to introduce our international clients to our wider range of services, as set out in the following PDF - If you would care to...

Alexander Beard

Is your 401(k) or Individual Retirement Account (IRA) at risk if you don't live in the USA anymore?

US non-residents are being asked to close the 401(k) & IRA accounts after leaving the US. We can help with tax compliance & re-investment.

Alexander Beard

The Ups and Downs of Immigrating: a South African’s Experience

Growing up in beautiful South Africa, surrounded by the sea and mountains, vineyards, delicious food, and incredibly hospitable people, I...

Alexander Beard

Brits in the USA - Is your advisory firm proficient?

Cross border USA/UK financial advisory services is a highly specialised area within the financial services industry. The point of this,...