International Planning

Our international financial planning services.

We provide financial advice to individuals and families outside the UK, including in Hong Kong, South East Asia and Europe, as well as non-domiciled clients in the UK.

Because the global and UK tax systems are continually evolving and becoming increasingly complex, it is important to ensure that your financial planning is carefully considered and compliant.

We provide international financial planning services for those who require planning solutions across a range of jurisdictions to protect and preserve their wealth.

View the International Best Practice Adviser Awards 2017.

We are particularly experienced in the following areas of international planning:

Pension planning
Helping clients understand the options available and advantages of maintaining retirement benefits in the UK or transferring to a Qualifying Recognised Overseas Pension Scheme (QROPS)

Multi-currency investment advice
Ensuring that clients are not overly exposed to one particular currency or region.

Facilitating investments across a range of currencies to help clients plan, grow and protect their wealth as they move from jurisdiction to jurisdiction.

Resident non-domiciled tax environment

Helping clients navigate the complex and fluid tax legislation relating to RND clients in the UK, and ensuring that their investment and wider assets are appropriately structured to allow them to benefit from the tax benefits of being a foreign individual in the UK.

Our experience includes advising clients resident in the UK and overseas, including Hong Kong, South East Asia and Europe…

Offshore pension planning
Multi-currency investment advice
Holding structures for UK property
Protection planning
Resident non-domicile individuals