You have worked hard for your money. It’s time for your money to work for you.
Enjoy your retirement without worrying about how to pay for it
You have worked hard for your money. It’s time for your money to work for you.
Enjoy your retirement without worrying about how to pay for it
Then we can help you
We’ll explain and discuss the implications of exchange rates and how to make the most of your pension income and/or any lump sum when you retire. We can also review your existing plans so that you have a clear idea of what your pension income will be and what you may need to do in order to achieve your financial goals.
If you’re worried that you may need or want to move back to the UK or elsewhere, we’ll help you plan for that too. And we’ll keep your pensions under review so that you can be confident they’ll carry on providing enough for you to enjoy the lifestyle you planned.
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 come in many forms and 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 expats to transfer a UK pension out of the UK and take advantage of a number of benefits.
We take the anxiety out of your finances and help you enjoy life overseas. We take time to understand what you want or need. Then we provide you with specialist financial advice about your pensions, tax planning, investments and inheritance planning.
We’ll make sure you fully understand your new financial position and make the right choices.
Meaning you can look forward to the future you’ve dreamt of, with confidence.
We take the anxiety out of your finances and help you enjoy life overseas. We take time to understand what you want or need. Then we provide you with specialist financial advice about your pensions, tax planning, investments and inheritance planning.
We’ll make sure you fully understand your new financial position and make the right choices.
Meaning you can look forward to the future you’ve dreamt of, with confidence.
“My wife and I recently moved to France. We knew we needed to look carefully at our finances as our tax residency had changed … To be able to talk to someone who understands both French and UK investment requirements has made it possible for us to be completely confident that our savings and investments will be looked after properly.”
“My wife and I recently moved to France. We knew we needed to look carefully at our finances as our tax residency had changed … To be able to talk to someone who understands both French and UK investment requirements has made it possible for us to be completely confident that our savings and investments will be looked after properly.”
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.
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.
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.
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.
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.
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.
Planning is bringing the future into the present so you can do something about it now
Simply complete the form below and we’ll get back to you
The financial advisers trading under Beacon Global Wealth Management are members of Nexus Global (IFA network). Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 03647
Nexus Global EU is a division of Blacktower Financial Management (Cyprus) Limited (BFMCL) and Blacktower Insurance Agents & Advisors Ltd (BIAAL). Beacon Global Wealth Management is an Appointed Representative of BFMCL which is licensed and regulated by the Cyprus Securities & Exchange Commission (CySEC) – Licence No. 386/20. Beacon Global Wealth Management is an Appointed Representative of BIAAL which is licensed and regulated by the Insurance Companies Control Service (ICCS) – Licence No. 5101
