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Multi currency investment strategies for British Expats

Wherever you are in the world

Multi-Currency investing for British Expats

Cross Border Financial Planning can provide investment advice to British expats or foreign nationals on money they have either left in the UK or offshore. Our investment solutions take in to account your;

  • Currency requirements.
  • Investment objectives and time frame.
  • Tax status in the UK and in the country you live in.
  • Available tax allowances in the UK.
  • Investment compliance in the country you live (The structure of your investment may be tax inefficient due to the tax rules of your country of residence).

The solutions we provide at Cross Border Financial Planning are very different to what you will see from other overseas financial advisory companies. We are fee based and therefore do not receive commission at any point. The benefit to you of Cross Border Financial Planning being a fee based advisory firm is that annual running costs are lower and clearly defined as there are no hidden commission payments that push up annual charges.

At no point will any of our investment solutions have a penalty for part or full withdrawal of your funds. This means you have complete flexibility on when you access your money.

Our investment solutions are denominated in GBP, Euro and US$ (for US connected individuals the US$ investments are FATCA compliant). After understanding your investment objectives and time frame, we can then utilise an appropriate investment platform to deliver a professionally managed investment solution. We can assist you with the investment of lump sums or regular savings.

As time goes by your investment objectives may change. Your attitude towards risk can also change. With this in mind it’s important that your investment is continually monitored so that it stays appropriate to you. The investment manager also needs regular reviews so that they can be tested against an agreed benchmark. Should there be regular underperformance, a new manager can then be selected.

Cross Border Financial Planning can provide the advice, recommendation and implementation of an investment solution based on your objectives, time frame, currency requirements and country of residence. We can also provide ongoing investment management so that it stays appropriate for your goals.

ISA planning when you are a US connected individual

‘I didn’t realise the tax problems that my Stocks and Shares ISA in the UK would cause me. Should I get rid of it and what are my options?’   Stocks and Shares ISA’s are a tax efficient way to invest for a UK citizen living in the UK. However, for an American expat in...

Tax efficient Investing for American expats in the UK

For an American expatriate in the UK, a UK pension can provide a solution to meet the tricky objective of tax efficient investing. For a British expat in America, you can find out more about the UK pension planning opportunities here...

Living in the US and investing in the UK

“I have just inherited some money in the UK and I would like to know what my investment options are?” “I have just sold my property in the UK and I would like to create an investment plan for the money that works both whilst I live in the US but also if I return to...

Passive Foreign Investment Companies (PFICs)

What is a PFIC? A foreign corporation will qualify as a PFIC if 75 percent or more of the foreign (i.e. non-US) corporations’ gross income were passive income. Passive income includes interest, dividends, rents and royalties. In addition, under the asset test, a...

Nortel Networks UK Pension Plan

We have recently received several enquiries from deferred members of the Nortel Networks UK Pension Plan who now live in the USA or Canada. These members have found it difficult to access appropriately regulated and authorised financial advice from a UK based adviser...

Three vital financial factors Australians need to bear in mind when moving to the UK

For many Aussies, a stint living and working in the UK is often considered one of those things everyone should do. It has become more difficult recently, however, with the discussion around new anti-migrant policies. If you are planning a move to the UK, you will no...

Four unusual things you really need to bear in mind as a Brit moving to Australia

The prospect of BBQs on the beach, hours spent surfing and the generally more laid-back lifestyle may have prompted your decision to move to Australia.You will undoubtedly have researched the main topics such as immigration, visas, employment, property, opening a bank...

UK and Australian Cross Border Financial Planning Brochure

Please view our document library to download our UK and Australian Cross Border Financial Planning brochure. Our service is headed up by Tania Loveday. If you have any questions for Tania please contact her on tloveday@cbfp.co.uk.        ...

U.K. to U.S. Financial and Tax Planning Event 7-9th November 2017

Cross Border Financial Planning are delighted to be presenting at free events in Boston, New York and Philadelphia to help individuals and professionals understand the tax, financial planning and legal implications of moving from the UK to the USA. We are being joined...

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