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Investment Reviews & Planning For Expats In Europe

Unsure of the options and tax rules where you live?
We will review what you have and provide clear advice going forward so there are no nasty surprises and ensure your investments meet your aims , goals and risk profile

Let's Talk

Investment Reviews & Planning For Expats In Europe

Unsure of the options and tax rules where you live?
We will review what you have and provide clear advice going forward so there are no nasty surprises and ensure your investments meet your aims , goals and risk profile

Let's Talk

Stop worrying about money

Reach your retirement goals

Feel confident about your future

Stop worrying about money

Reach your retirement goals

Feel confident about your future

Expat investment advice

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.

We’ll also recommend the best type of investments bearing in mind your particular situation, your attitude towards investing and your long and short-term goals and needs.

Our aim is to ensure you’re as tax efficient as possible, whether you have a small lump to invest, the proceeds from your pension, the sale of your UK home or a more substantial portfolio.

We’ll keep your portfolio under review providing you with regular statements, so you can relax, knowing that your investments are firmly on track.

 

Expat investment advice

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.

We’ll also recommend the best type of investments bearing in mind your particular situation, your attitude towards investing and your long and short-term goals and needs.

Our aim is to ensure you’re as tax efficient as possible, whether you have a small lump to invest, the proceeds from your pension, the sale of your UK home or a more substantial portfolio.

We’ll keep your portfolio under review providing you with regular statements, so you can relax, knowing that your investments are firmly on track.

 

Let us help you

We’ve been providing specialist, financial advice to British expatriates across Europe for over fifteen years. We can help you with tax, estate planning, pensions and investment management and offer a complete solution to financial planning.

Whether you’re planning your move abroad, already an expatriate, or returning to the UK, we can help you:

  • Find the right investment strategy and pension solution for you
  • Ensure your money and assets are performing at their best
  • Ensure compliance with tax rules both in the UK and where you live
  • Maximise available tax advantages
  • Protect your legacy with tax efficient 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.

Let's Talk

Let us help you

We’ve been providing specialist, financial advice to British expatriates across Europe for over fifteen years. We can help you with tax, estate planning, pensions and investment management and offer a complete solution to financial planning.

Whether you’re planning your move abroad, already an expatriate, or returning to the UK, we can help you:

  • Find the right investment strategy and pension solution for you
  • Ensure your money and assets are performing at their best
  • Ensure compliance with tax rules both in the UK and where you live
  • Maximise available tax advantages
  • Protect your legacy with tax efficient 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.

Let's Talk

What people say about us

“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.”

Let's Talk

What people say about us

“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.”

Let's Talk

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.

Let's Talk

How it Works

3 simple steps to safeguard your future

Let's Talk

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.

Risk comes from not knowing what you are doing.

Warren Buffett

Need help?

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

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