Ireland

About Alexander Beard Ireland

Navigating your wealth across borders can be complex but with the right guidance, it becomes a strategic advantage. Whether you’ve built your wealth overseas, in Ireland, or both, we specialize in creating a Global Plan that connects your overall financial picture. We take the time to understand your goals, residency plans, and cross-border obligations, allowing us to craft a holistic strategy that keeps your journey financially secured.

Whether you are emigrating, immigrating, or working overseas on a fixed-term contract, you may have left behind investments that carry certain tax advantages in one country but not in another. These mismatches can create complexity, inefficiency, and even unexpected tax liabilities. We offer a number of tailored solutions to help you restructure or reposition these assets so your wealth continues working efficiently, no matter where life takes you.

So, if you are an Irish expatriate living in the UK, USA, South Africa, EU or Australia, living in Ireland. Or an expatriate from one of those countries living in Ireland, we can help look after the pensions and investments left behind as well as helping your future plans.

Our approach focuses on aligning your investments, pensions, and savings across jurisdictions while using smart tax-deferral strategies to optimize global efficiency. From UK pension transfers and Irish retirement planning, to minimizing double taxation and foreign withholding taxes, we ensure your plan is not only compliant but designed to grow and protect your wealth. Whether you’re living in Ireland full-time or plan to move again in the future, we’ll help you maintain control, clarity, and confidence in your financial future across borders.

For example:

If you are British you may have heard the term ROPS – Recognized Overseas Pension Scheme. A ROPS is a UK-approved vehicle that allows you to transfer your UK pension to Ireland, while preserving key tax advantages and simplifying access to your retirement savings. When properly structured, a ROPS can be extremely beneficial by helping reduce currency risk, provide tax deferral opportunities, and allow better alignment with your Irish retirement and estate planning goals.

If you are a USA citizen 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.

Australians: Did you know you can continue to contribute to your Superfund whilst overseas.

South Africans: Our offices in Jo’Burg and Cape Town can continue to look after any local investments and pensions as well as providing expert advice on releasing assets from SA whilst meeting the government exchange control regulations and ongoing tax reporting.

Important information

Incorporated in the Republic of Ireland CRO No. 403202. Registered Office: 8 Sandford Road, Ranelagh, Dublin. Alexander Beard (Ireland) Ltd is regulated by the Central Bank of Ireland.