• Wealth Creation - Structured Financial Planning - Children’s Education Costs - Retirement Planning - Regular Savings - Bonds - Platforms
• Wealth Preservation - Tax and Estate Planning - Trusts - Estate Planning - Inheritance Tax Planning - QROPS - SIPPS
• Protection - International Medical Insurance - Travel Insurance - Life Assurance - Critical Illness Cover - Accident & Disability Insurance - Income Protection
• Additional Services - International Mortgages - Offshore Bank Accounts - Investment Properties - Group Schemes - Will Writing - Currency Exchange
Living the life of an expat can be one of the most exciting and rewarding adventures you can take. Having said that, it can be a very daunting one too!
I created this website to ensure that expats globally have somewhere to turn when the inevitable questions surrounding offshore financial planning occur.