What We Do
Cross-border financial planning for expatriates living in Europe
How We Help You — and What Makes Us Different
Starting a new life abroad is an exciting step, but it can also feel overwhelming. From navigating residency and visa requirements, to understanding a new tax system, inheritance rules and how best to structure your savings and pensions — there are many moving parts to consider.
Too often, expatriates are met with conflicting information, fragmented advice, or professionals who only see part of the picture. Finding a trusted adviser who can bring all these elements together — clearly, strategically and in your best interests — is one of the biggest challenges.
This is where we come in.
Our advice is built around four core areas of cross-border planning:
-
ensuring your relocation is structured correctly from day one, from tax timing to residency and asset positioning.
-
Helping you manage wealth tax exposure, optimise income and structure assets efficiently across borders.
-
Creating a sustainable retirement income using your UK and international pensions.
-
Protecting your family, planning for succession and ensuring your wealth passes in line with your wishes.
All delivered with clarity, independence and an unwavering focus on your long-term interests.