Enquiry line: +44 207 998 0570
connect@fwm.gi
Available 9:00am - 5:30pm (CET)

British Expats: Retirees, Executives and Entrepreneurs

 

Tailored wealth management advice for British Expats: Navigating financial opportunities and challenges abroad.

 

Dedicated to positively shaping the wealth of the British expat community by providing unbiased and individually tailored financial advice that delivers the desired outcomes within the exact context you seek.  Our primary focus is on Expats in Spain, Expats in Portugal and Expats in Gibraltar.

Retirees

We help British expats like you who are either planning to retire overseas or have already retired abroad with your retirement planning needs. We are able to structure your financial affairs tax efficiently in your new country of residence so you may enjoy the rest of your life in retirement. Our retirement planning experts can advise on the best way to hold your retirement assets to maximise your disposable pension income, preserve your wealth and ensure the residual value of any pensions are transferred to your heirs in the most tax efficient manner.

Entrepreneurs

We provide tax planning advice to British expats like you who are business owners with global business interests where permanent residency, domicile and location of wealth generation causes cross border conflicts.

Executives

We help British expats like you working abroad and building up considerable wealth to structure your financial affairs in the most tax efficient way possible to accelerate growth creation.

Talk To Us

Speak directly to a professionally qualified financial advisor about your personal financial planning needs.

Please contact us on Tel: +44 207 998 0570 or Email: connect@fwm.gi