Who we help

Irish citizens living overseas

How we help

Plan for your new life

Living overseas is an exciting adventure, offering the chance to experience a new culture. However, the constantly changing rules and regulations – in Ireland and internationally – can sometimes dampen the thrill.

Whether you’re enjoying retirement in Europe or have moved abroad with your family to start a new life in Australia, Canada or the USA, our team will ease the stress and guide you through the complexities.

Whether you’re trying to understand tax implications, make sense of pension changes, or even address the possibility of transferring your Irish pension to your new country of residence, our Dublin based experts are there to help and advise you.

How we help

Crossing borders with confidence

Secure your future

Even if you’re living or working abroad, you may still need to file a tax return in Ireland, depending on your residency status and the nature of your income or gains. Tax planning is especially important for those overseas, as it can help you structure your finances to make the most of available reliefs and allowances.

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.

Plan your retirement

From how your overseas income and pensions are taxed in Ireland to deciding where you’ll retire, there’s a lot to think about. You’ll also need to consider how different pension systems interact and the impact of currency fluctuations. We’ll create a financial plan to bring clarity and align your international finances with your long-term goals.

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