Financial Advice for Expats in Europe

If you’re living abroad, good financial planning is an essential part of making sure you can enjoy the  future. And whatever you want that future to look like, expert financial advice from Beacon Global Wealth Management will help make sure you achieve it.

Financial Advice for Expats in Europe

If you’re living abroad, good financial planning is an essential part of making sure you can enjoy the  future. And whatever you want that future to look like, expert financial advice from Beacon Global Wealth Management will help make sure you achieve it.

Plan Your Legacy

Peace of Mind

Expert Guidance

Plan Your Legacy

Peace of Mind

Expert Guidance

Experience Tailored Wealth Management Personalized For You

Blending boutique-level attention with the prowess of a vast expert network, we offer a unique wealth management experience that truly stands apart.

Experience Tailored Wealth Management Personalized For You

Blending boutique-level attention with the prowess of a vast expert network, we offer a unique wealth management experience that truly stands apart.

How our financial experts can help you

Expat Pensions

If retiring overseas is your dream, then you need to make sure you can enjoy a comfortable lifestyle for the long term. And that requires some careful pension planning and advice. Pensions can be managed by you or your employer. For expats and those with larger UK pensions pots there is the additional option of a ROPS (Recognised Overseas Pension Plan) which enables you to transfer your UK pension and take advantage of a number of benefits.

Inheritance Planning

Inheritance tax and beneficiary rules differ from country to country and unfortunately, some expats have found themselves financially disadvantaged following the death of a loved one. Beacon Global Wealth have been providing estate planning advice to expats for over 15 years. We have the expertise in French, Irish, Spanish and Portuguese estate planning regulations and we can help you make the right choices to safeguard your family.

Investment Planning

Expat investments differ from those offered to UK residents, and expert advice is essential to help you negotiate the often complex and confusing investment options available to you.
Beacon Global Wealth Management has been providing investment advice to expats for over 15 years. We’ll help you understand what your investment options are.

U.S. Connected Person

We specialize in helping Americans and U.S. Connected individuals living in France, Spain, Portugal and Ireland with their
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning

Who We Serve

Business Owners & Visionary Entrepreneurs

Unlock the true potential of your enterprise. We strategize for sales, successions, and seamless wealth transitions. From liquidity planning for your upcoming ventures to comprehensive capital raises and exit strategies, we stand by CEO-founders at every pivotal juncture. Our team of experienced financial advisors understands the challenges of living and working abroad, from navigating different tax systems to managing cross-border assets. We’re here to help you make informed decisions to set you up for long-term financial success.

Affluent Retirees

Relish the golden years of retirement with enhanced serenity and comfort. As you transition from a lifetime of achievements, our tailored wealth management strategies ensure that your financial legacy is not only preserved but also flourishes. Whether it's optimizing your investments, planning for estate transitions, or ensuring you can generously support the causes and loved ones dear to you, we're here to make your retirement journey as fulfilling and prosperous as the chapters that preceded it. Let us be your financial compass, guiding you through a retirement life enriched by strategic planning and peace of mind.

Corporate Leaders

In today's globalized landscape, executives often find themselves managing complex assets across multiple jurisdictions. Recognizing the intricacies of international regulations and cross-border finance, our team is committed to untangling these complexities for you. We meticulously maximize the value of your assets, navigate the nuances of global taxation to optimize outcomes, and look ahead by crafting bespoke retirement blueprints tailored to your unique journey. As you steer your corporate trajectory, trust in our expertise to ensure your wealth is both safeguarded and leveraged for future prosperity. Our team of experienced financial advisors understands the challenges of living and working abroad, from navigating different tax systems to managing cross-border assets. We’re here to help you make informed decisions to set you up for long-term financial success.

Athletic and Entertainment Professionals

The world of athletics and entertainment is one of immense talent, dedication, and fleeting moments in the spotlight. We recognize the unique nature of your earnings, often characterized by peaks that might not be consistent over a lifetime. Our commitment to you, the shining stars of arenas and stages, is steadfast. We focus on ensuring that the wealth you accumulate during your pinnacle years serves you well into the future. By employing a holistic approach, we strategize to convert the fruits of your hard work today into a well-planned financial reservoir for tomorrow. Whether you're considering investment opportunities, seeking ways to protect your assets, or planning for a comfortable and secure post-professional life, our expertise stands as a pillar of support, promising a lifetime of financial stability and sustained prosperity. Our team of experienced financial advisors understands the challenges of living and working abroad, from navigating different tax systems to managing cross-border assets. We’re here to help you make informed decisions to set you up for long-term financial success.

What We Do Best

Our clients enjoy thorough planning and unified strategies for all their wealth aspirations. Be it retirement, risk mitigation, estate planning, philanthropy, insurance guidance, tax strategies, or educational savings – we’ve got you covered.

Family Office Solutions

Discover our all-encompassing family office solutions, tailored to elevate the way you experience your wealth and the joyous moments of life. Let your prosperity not just accumulate, but also enhance every experience and create lasting memories.

How it Works

3 simple steps to safeguard your future

1. Book Your Free Consultation

Before you engage us, we’ll get to know you to make sure we’re a good fit. Then we’ll send you an interim letter setting out your situation and what you want or need to achieve.

2. Create a Plan Together

Once you’re happy that we’re right for you, we’ll provide our recommendations and implement them for you. But there’s never any pressure from us to proceed – that’s just not our style.

3. Enjoy your Retirement

We’ll keep an eye on your investments and finances for you to make sure you stay on track, and we’ll provide you with regular statements and an annual review.

Plan Your Legacy

Our commitment to generational wealth and inheritance planning is carefully tailored to honor the values close to your heart and create a lasting legacy. By understanding your unique aspirations and leveraging strategic planning, we help you pass on not just your wealth, but also the principles and traditions that have defined your journey. Secure your family’s future and let your legacy be a beacon of guidance and prosperity for generations yet to unfold.

legacy planning

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