British private advisory office for families moving to the EU

British Families l Professionals l Concierge

Our clients include entrepreneurs, senior executives, and retirees who call both Britain and Europe home

View our strategic and dedicated financial planning services.

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Planning Your Move to the EU

We help British families structure their investments, pensions and estates before becoming tax-resident — ensuring you arrive with everything aligned and stay on track with ongoing proactive support.

✓ Optimised entry strategy | ✓ IHT exposure planning | ✓ Non-UK-situs structures

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Already Living Abroad

If you're already settled in the EU, we provide ongoing wealth management and support, drawdown strategies, and inheritance planning built for life across borders for now and future, cross-border financial support.

✓ Tax-efficient drawdown | ✓ Dual reporting | ✓ Cross-jurisdiction legacy planning

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Professional Partners & Referrers

We support lawyers, accountants and UK advisers with specialist insight into French, Spanish and Portuguese taxation, succession, and wealth structuring.

✓ Cross-border technical partner | ✓ Client continuity | ✓ Specialist EU strategy input