Financial Planning For Expats

  • Investment Advice: Expert guidance to make your capital work for you.

  • Sustainable Investing: Align investments with your values for a better future.

  • Retirement Planning: Secure financial independence as an Expat.

  • Tax Planning: Tax-efficient strategies with trusted advisors.

Insurance for Expats

  • Health Insurance: Quality coverage tailored to your needs.

  • Wealth Protection: Secure your assets with comprehensive insurance.

  • Income Protection: Safeguard financial stability against the unexpected.

UK Pensions

  • UK Pension Advice: Optimize and manage your UK pension funds.

  • Defined Benefits: Maximize your defined benefit pension scheme.

  • QROPS: Transfer UK pensions abroad with QROPS benefits.

  • SIPPs: Boost retirement savings with a Self-Invested Personal Pension.

Family Support

  • Estate Planning: Secure wealth transfer and protect your legacy.

  • Education Planning: Fund your children’s education globally.

  • Life Insurance: Safeguard your family’s financial future.

Ready to take control of your financial future?

Corporate Solutions

  • Tailored Employer Benefits: Expert guidance on setting up company pensions and healthcare plans for your team.

  • Step-by-Step Support: Assistance through every stage of implementing employee benefits.

  • Expat-Specific Solutions: Specialized support for expat founders and teams with expat employees.

  • Corporate Presentations: Detailed presentation to explore your options today.

Inheritance & Estate Planning

  • Flexible Planning: Geographically adaptable strategies for your entire family.

  • Optimal Asset Allocation: Maximize the efficiency of your wealth management.

  • Expert Partnerships: Access specialized tax and legal advice beyond financial planning.

  • Personalized Guidance: Get tailored advice—start here.

This page is general information, not personal financial advice or a recommendation. Any suitable course of action depends on your individual circumstances. Investments carry risk and can fall as well as rise you may get back less than you invest. Tax treatment depends on your personal circumstances and can change, and cross-border situations add complexity. We are not able to advise US tax residents.

Christopher Everitt - Registrierungsnummer §34d GewO: D-HY70-R09OA-61 und §34f GewO: D-F107-WHSA-66. Registration verifiable at vermittlerregister.info.

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