Wealth Management Services for Expats

Here at Blacktower we have the expertise, knowledge base, and regulatory footprint to provide expats with a holistic solution to their wealth management needs. From tax advice to investment management, international money transfers to estate planning, our advisers can help you secure your financial future overseas.

Cash Flow Management

Moving abroad can incur additional fees or tax liabilities that you might not have been subject to previously and might mean you need to rebalance your income and outgoing costs. We can help strategise for any adjustments and ensure you are prepared for unforeseen circumstances.

Risk Management

Whilst investing is imperative if you want to maximise your personal wealth it is also undeniable that some risk is unavoidable. The right investment vehicle will differ from person to person depending on their risk appetite but figuring out where to start and what's right for you can be a daunting process. To help, we have a range of options that can be tailored to your personal risk profile and comfort zone.

Tax Planning

Efficient tax planning can be one of the most complex parts of transferring your finances overseas. Often, tax legislations can not only differ from country-to-country, but also from region to region. An experienced adviser with local knowledge is essential to ensure you don't get caught out and can help keep your tax bill low.

Retirement Planning

Whether you're moving abroad to retire or planning to work for a while longer before enjoying your well-deserved golden years, retirement planning is an intrinsic part of any wealth management strategy. If you're concerned about transferring your pensions abroad or want to ensure you're on track to retire comfortably at an age of your choosing, we're here to help.

Investment Management

With the help of our experienced advisers, you can sit back and relax in your new home whilst your money works for you. Our access to a range of investment vehicles and portfolios combined with an effective short or long-term strategy can help to maximise your assets and secure the financial future you deserve.

Business Planning

Moving overseas can be a great opportunity to realise your dreams of starting your own company or take an existing venture to new heights. However, the personal concerns of moving abroad can also make it challenging to prioritise professional projects. We can help to ensure your hard work pays off and keep your business on track whilst you set about building your dream life abroad.

Education Planning

Every parent wants to give their child the best possible start when it comes to making their own way in the world. Higher education is an essential part of this process but can also come at considerable expense, especially if you are considering moving to the US. We can help you to prepare for the cost of sending your children or loved ones to university so you can rest assured knowing they'll have options when it comes to taking their next steps in education.

Estate Planning

Thinking about what will happen to your assets after you pass isn't easy and it can become even more complex if you are living overseas from your beneficiaries. However, the earlier you consider your wishes the easier it will be for your loved ones when that time eventually comes. We can help you put in place the necessary plans to pass on your wealth efficiently, without placing unnecessary stress or uncertainty on your family.

Financial Planning

Through a combination of the services listed above, we can create a financial planning strategy that is tailored to your individual needs and objectives. Whether you're moving abroad to your forever home or you intend to make another move in the not-so-distant-future, we can help to ensure you're well-positioned for any plans you may have.

International Money Transfers

Transferring money abroad can be costly if not done effectively. With the services of our trusted partners, you can rest assured knowing your funds are being transferred overseas in the most efficient way possible.

If you would like to discuss the possibility of a bespoke wealth management strategy tailored to you, fill in the form below to arrange a complimentary, no-obligation consultation with one of our experienced advisers.