UK

About Alexander Beard UK

Navigating your wealth across borders can be complex but with the right guidance, it becomes a strategic advantage. Whether you’ve built your wealth in the UK or overseas, 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.

Our approach focuses on aligning your investments, pensions, and savings across jurisdictions while using smart tax-deferral strategies to optimize global efficiency.

For example:

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

If you are Irish, Canadian or South African: Our offices in those countries can continue to look after any local investments and pensions left behind, as well as providing expert advice on releasing and reinvesting assets.

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.