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Investment planning across borders
Turn your investments into a strategy built around your life.
Placeholder copy: an investment strategy for someone investing while living abroad, or holding investments across more than one jurisdiction, where reporting rules and currency exposure need active management.
Your Circumstances Matter
The right advice depends on the bigger picture.
Your financial circumstances can look different depending on where you live, work and hold your wealth.
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What does this service involve?
We look at your existing investments, savings and wider financial position before recommending how your money could be structured. Whether you are investing a significant sum, reviewing an existing portfolio or planning around a major financial event, we help you make informed investment decisions for the long term.
Reviewing existing investments
Making tax work harder
Making fees clearer
Planning around major financial events
Which best describes you today?
You may be considering this because your circumstances have changed, you’re planning ahead, or you simply want greater clarity.
What could happen without a plan?
You hold investments across more than one country
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Investments exposed to unfavourable tax treatment abroad
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You're a US person with cross-border reporting needs
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A portfolio nobody is actively coordinating across jurisdictions
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