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Tax is not our specialism

As a senior international professional, tax often represents the biggest financial outlay over the course of your entire lifetime.

Ensuring you don't pay more than is due can be difficult.

While we have a working knowledge of tax, we are not tax experts. 

Below explains where we can and can't help, and other resources available to you. 

Talk to us for...

Investment-related tax queries

If you've already got, or are on your way to achieving £250,000 of investable assets, and have questions about:

  • International tax,
  • Investing while offshore,
  • Taking pensions and investments back to the UK/your home country,
  • Life financial planning or
  • Structuring your investments upon return to the UK... 

Then we are able to assist.

Click on the button below to learn more. And, if you think we are a good fit for each other, you can book a no-obligation, 15-minute Discovery Call with one of our associate financial planners.


Where we cannot offer standalone advice...

Do you want to know more about income tax or work out what tax you'll pay when you move?

Do you have a question about tax years and whether you qualify for a split tax year upon repatriation?  

Then our advice would be to reach out to a local tax specialist. 

A great place to start is Experts for Expats.

Learn more

As a high-performance executive, we understand that you would like to learn as much as possible on your own before asking for an opinion; so here are resources that might help.

This library is full of free guides, blogs and videos designed to help international professionals like yourself.

If you are still hungry for more, sign up to our Director of Wealth Advice, Stuart Ritchie's mailing list. You'll receive regular communication around the markets, world of finance and how to live 'richly'. 

Start getting better results in just one phone call

Ready to start the conversation?

We'll call, learn about you and help you decide if we're a good fit. It's that easy.

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