Who we help

American citizens living overseas

How we help

Take control of your finances anywhere

Living abroad as an American brings exciting new experiences, but it also introduces unique financial challenges. While you’re caught up in the thrill of a new country, there must come a time when it’s essential to get your finances in order to secure your future.

As an American living overseas, you’re likely aware of FATCA. If not, you’ll soon find that many expats are facing its complexities and realising their new tax responsibilities. Many US pension funds will not continue to deal with you if you become a non-resident; we have the appropriate solutions that will allow ongoing active management of your 401K/403B/ IRA funds.

However, we’re here to tell you that it’s nothing to worry about, and we have the expertise to navigate you through any complexities and answer your questions.

How we help

Crossing borders with confidence

Secure your future

More US financial institutions are asking their US expat clients to move their pensions away, as they’re less willing to manage accounts for overseas citizens. This can make handling your pension funds tricky. We provide a home for your US pensions, keeping them in the US but professionally managing them on your behalf.

Grow your wealth

No matter whether you intend on returning to the US or retiring in the UK, we offer IRS compliant investment solutions in either British Pounds or US Dollars. The service includes investment management and reporting that allows you or your accountant to provide the IRS with all the required information for calculating tax.

Overcome obstacles

FATCA laws are likely to affect you at some point, so stay ahead by partnering with us. We help you understand the tax implications of moving your hard-earned money. Plus, we keep any new investments FATCA friendly, so they aren’t deemed to fall into Passive Foreign Investment Company legislation – all of which we’ll explain in detail.

Our guide to FATCA

Watch and listen

Real experiences, just like yours

See all client stories

Martyn Puttick

I have worked with Alexander Beard for more than 10 years, both in my corporate life and as a personal customer.

They have always been (and continue to be) highly professional, knowledgeable and customer-centric. Without doubt, they are my go-to employee benefits provider and pension adviser. I highly recommend them

Richard

Alexander Beard has advised me on pension savings for many years. I have felt well supported and all communication has been timely and personable.

The help they gave with securing a mortgage and remortgaging a property on return to the UK went above and beyond.

Mrs L. Prime

I have worked with Alexander Beard for more than 10 years, both in my corporate life and as a personal customer.

They have always been (and continue to be) highly professional, knowledgeable and customer-centric. Without doubt, they are my go-to employee benefits provider and pension adviser. I highly recommend them

Richard

My husband and I have been dealing with Alexander Beard for many years now. They always give excellent advice, and are prompt and courteous in their dealings with us.

Nothing is ever too much trouble and I highly recommended them.

T Drummond

94%0%

of clients believe working with us has helped or will help them achieve their financial goals

94%0%

who answered definitively said they'd recommend us to a family, friends, or work associates

67%0%

of those who said they'd recommend us said they have done so already in the last 12 months alone