Our service
Your global journey, financially secured
Moving overseas is an exciting prospect, however, your finances and cross-border implications must be seriously considered as you’ll face a new tax jurisdiction and will likely leave assets or sources of income behind in your home country.
If you’ve emigrated or are planning to, we’re here to help you navigate the financial complexities of moving abroad. With offices in the UK, Ireland, USA, Australia, and South Africa, we’re well-placed to provide expert support to ensure your finances align with your international plans.
We’ll be a safe pair of hands, offering financial advice and a familiar face when you’re far from home.
What we do
The services you’ll receive
With years of experience in cross-border pension and investment planning, we’re well-equipped to help you understand the financial implications and complexities of being an expat.
- We navigate the complexities of international pension regulations, currency fluctuations, and tax implications.
- Our expert guidance ensures your funds are moved efficiently, minimising tax liabilities and maximising returns.
- Moving your pension to another country can be complex, but we simplify the process for you.
- We help you plan your financial future by offering investment advice, mortgage advice, life, and critical illness insurance.
Working with you
Benefit from our global presence
If you’re planning to emigrate or live and work as an expat in one of these countries, we can provide you with expert advice.
What we do
Other services we offer
