Who we help

British citizens living overseas

How we help

Financial freedom wherever you are

Whether you’ve been living over the pond long enough to pick up the language, or still in the stages of unpacking your things, you want to think about your finances as soon as possible.

As a British citizen living and working overseas, you’ll experience unique financial challenges and opportunities that necessitate tailored solutions.

As you’re aware, there is a labyrinth of rules and regulations, particularly when it comes to finance. We’ll guide you through everything, from the immediate steps you need to take to bigger considerations like your pension. With offices around the globe, we’re well equipped to walk you through each element in everyday language, explaining things as we go.

How we help

Crossing borders with confidence

Keep more money

Tax planning is a vital area of concern for British citizens living overseas. When done right, it allows you to structure your finances to take full advantage of available reliefs and allowances. With more than 15 years of experience in cross-border pension and investment planning, we provide professional advice to help you navigate these complex areas.

Grow your wealth

Now that you’re settled in, it’s time to focus on your investments. Our dedicated team will develop and manage relevant investment strategies including, if applicable, consolidation and transfer of overseas assets. We’ll work together to find the options and portfolios to suit your circumstances and risk appetite.

Secure your future

You’ve already ticked one goal off your list: moving to a new country. Now, let’s make sure the rest of your goals fall into place. By getting to know you and your family, we’ll create and maintain a financial and lifestyle plan. With our global team by your side, you’ll have guidance to help you make the most of your new life, without financial worries.

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