Cross Border Financial Planning UK

Cross Border Financial Planning specialises in providing global wealth solutions to British expats who have left assets behind in the UK, and to foreign nationals who live and work in the UK. Moreover, we offer tailored financial advice to globally mobile individuals. Cross Border Financial Planning is about more than just investing; it entails creating a flexible plan adaptable to your multi-jurisdictional life. In order to do this, we invest time into our clients to gain an understanding of their unique circumstances. Subsequently, the advice we provide comprehensively considers the tax, currency, and legal implications for our globally mobile clients and their families.

Whether you have relocated permanently or, alternatively, are regularly moving countries, our tailored solutions are designed to assist our clients in achieving their financial goals. Cross Border Financial Planning UK collaborates with both Cross Border Financial Planning USA and partners in Australia in order to provide specialised advice to British, American, and Australian expats. Contact us in order to learn more about how we provide independent solutions tailored to your circumstances.

Investment Solutions and Portfolio Management with UK and International Taxation in Mind

Through cultivating strong client relationships, we ensure you understand the purpose of your investments. Additionally, we help you set goals and understand the importance and value of time horizon when investing in markets. Furthermore, we assess your experience, preferences for risk, tolerance for volatility, and any socially responsible screening. Consequently, we can present an effectively tailored solution adapted to your unique circumstances. Moreover, depending on your residing country, the outcome of holding the same investments in the same structure can often have very different tax consequences. For instance, whether it is a collective investment fund, exchange traded fund (“ETF”), or direct securities, all will be taxed individually by different countries.

Strategy Presentation and Onboarding

Through a multi-meeting approach, we will present our strategy and define the parameters for investment. Subsequently, we will complete the client onboarding process when you are ready to invest. We will then begin implementing the strategy. This, furthermore, marks the beginning of a long-term relationship with you.

Ongoing Management and Adaptation

Additionally, by maintaining ongoing management and meetings, we can adapt the strategy as necessary. Consequently, we ensure our availability as your trusted advisor. In doing so, we remain committed to your financial success and adjust our approach to align with your evolving needs over time.

Transparency in Fees and Investments

Regarding the fees we charge and the fees of the underlying investments, we maintain transparency. Additionally, we ensure clarity among our client portfolio regarding the value of our services and fees, fostering trust and understanding.

Multi-Currency Investment Strategies

Often, our cross-border clients require exposure to different currencies for flexibility and to hedge currency risk. Therefore, CBFP UK and our partners can assist expats around the world with multi-currency investment strategies, ensuring optimal diversification and risk management.

SCHEDULE A MEETING

Investment Solutions and Portfolio Management with UK and International Taxation in Mind

Through cultivating strong client relationships, we ensure you understand the purpose of your investments. Additionally, we help you set goals and understand the importance and value of time horizon when investing in markets. Furthermore, we assess your experience, preferences for risk, tolerance for volatility, and any socially responsible screening. Consequently, we can present an effectively tailored solution adapted to your unique circumstances. Moreover, depending on your residing country, the outcome of holding the same investments in the same structure can have often have very different tax consequences. For instance, whether it is a collective investment fund, exchange traded fund (“ETF”), or direct securities, all will be taxed individually by different countries.

Strategy Presentation and Onboarding

Through following a multi-meeting approach, we will present our strategy and define the parameters for investment. Subsequently, we will complete the client onboarding process when you are ready to invest. We will then begin implementing the strategy. This, furthermore, marks the beginning of a long-term relationship with you.

Ongoing Management and Adaptation

Additionally, we maintain ongoing management and meetings, where we can adapt the strategy as necessary. Consequently, we ensure our availability as your trusted advisor. In doing so, we remain committed to your financial success and adjust our approach to align with your evolving needs over time.