How we help
Financial freedom wherever you are
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 have left behind any company or personal pension plans, then an overseas transfer may be in your interests.
If you hold some tax-free UK investments, such as ISA’s, then any gains would be reportable and taxable in your country of residence.
For further information and advice, contact us on info@abg.net
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
of clients believe working with us has helped or will help them achieve their financial goals
who answered definitively said they'd recommend us to a family, friends, or work associates
of those who said they'd recommend us said they have done so already in the last 12 months alone