We have particular expertise in helping UK resident, non-domiciled international clients. They are senior professionals who are often seconded to work in the UK.

In some cases, we have found that international clients have previously received unregulated advice in unregulated environments. As a result, their investments have suffered from high fees and non- transparent charging. Such clients approach us because they are worried about the long-term suitability of their current financial plan, both in terms of charges, and of the legality of the country they will return to.

For British clients (ex-pats) who have moved to another country to work indefinitely, they are concerned with sorting out what investments are in the UK, and ensuring that their current plans match their current circumstances.

For both types of client, we understand that you are seeking to make the most of your working environment. You need to know how best to accumulate wealth before returning to your normal residence.

We can address your concerns and questions such as:

  • How can I make sure that I am not paying tax unnecessarily, whilst making sure that I pay all required tax?
  • How can I simplify my financial plan, but also ensure that it is effective in the UK and in my home country?
  • How can I maximise the amount of wealth I earn in this country and transfer it to my native country when I return?
  • How do I ensure that I am paying the right level of fees for my financial planning?

How do we help?

With our collective years of experience in International and UK markets, we combine financial planning with tax expertise, to ensure that you have complete peace of mind.

We work with you to identify who and what matters the most to you. We will help you to define your goals, then agree what your financial objectives should be. We will help you to understand what risk means to your life; and not just investment risk. We then develop a plan to consolidate the financial products that you have gained over the years and ensure that it will work both in the UK and in your native country.

We will provide advice and support based on an ongoing relationship with a financial planner that you can trust, rather than a one-off transactional relationship which ends when you return home.

Click here to find out more about what we do.

Related case study

Mark and Nicola
Adviser name: Vall Wilkinson

Mark and Nicola

Vall's clients, Mark and Nicola are in their early 50s and have a son who is 26. Before retiring in 2001, Mark worked in retail sales in a diverse range of industries including tropical fish, golf and video gaming. Nicola was a nanny and a teaching assistant.

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