International financial planning services
Specialist advice on the international aspects of financial planning
Managing your personal finances across different jurisdictions presents a number of challenges. For example, there are a variety of international pension options. It’s extremely important to understand the often complex cross-border treatment from a tax and financial planning perspective around aspects such as contribution caps and drawing a retirement income.
We can provide you with bespoke financial planning advice in the jurisdictions in which we're authorised.
Our approach
Specialist
You’ll have direct access to our highly qualified team of international financial planning experts who will provide a personalised service tailored to your needs to help protect and grow your wealth.
An entire international network
You’ll receive support from our diverse business and international network. We also work closely with international specialist tax advisers, lawyers, trustees and other professionals.
How can we help
- Pre-UK arrival and pre-UK departure planning
- Non-UK domiciles
- Non-UK residents
- Offshore trusts
- International pensions
- UK pensions
- US connected persons
- International estate planning
- International co-ordination
Evelyn Partners’ international financial planning specialists are also able to advise clients on widespread legislative change introduced from 6 April 2025.
This abolishes the concept of domicile, replacing it with a new Foreign Income & Gains regime (FIG) for clients relocating to the UK. There are also significant changes to the inheritance tax landscape for clients with an international dimension to their financial affairs.
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