Services

Retirement Planning

Build a retirement plan that works across currencies and borders — not just one that assumes you'll retire in the UK.

Education Fee Planning

Plan ahead for international school and university fees with a savings strategy built around real fee inflation, the right savings vehicle, and currency risk — not guesswork.

Pension Planning

Get a clear picture of what pensions you hold, where they're invested, and how they'll pay out — the groundwork for every decision that follows.

Succession Planning

Make sure your wealth passes on the way you intend, across the UK and wherever life takes you next.

Regular Savings

Build capital steadily through disciplined monthly contributions to an offshore savings plan, structured around your expat income and goals.

Lump Sum Solutions

Put an inheritance, property sale or bonus to work in a diversified, tax-efficient structure, instead of letting it sit idle in a bank account.

Foreign Exchange

Convert pension income, property proceeds and salary between Sterling and Dong at rates well ahead of a standard bank transfer.

Offshore Banking

UK Pensions

Understand what's really happening to the workplace and personal pensions you've left behind in the UK, and how they're taxed once you're living in Vietnam.

Swiss Pensions

Specialist guidance for UK expats who built up a Swiss occupational pension before relocating — how vested benefits accounts work, and how canton tax rules affect what you can claim.

Irish and European Pensions

Specialist guidance on Irish and other EU-based pension schemes for expats with pension pots built up outside the UK.

SIPP

Understand how a Self-Invested Personal Pension actually works, and whether it's the right home for pensions you've built up in the UK.

QROPS

A closer look at Qualifying Recognised Overseas Pension Schemes — how they work, what they offer, and when transferring a UK pension overseas actually makes sense.

QNUPS

A closer look at Qualifying Non-UK Pension Schemes — how they differ from a QROPS and what they can offer as a UK inheritance tax planning tool.

Property Investments

Independent guidance on evaluating and structuring new property investments as an expat, including how to diversify sensibly beyond a single market.

UK Mortgages

Specialist guidance on UK mortgage products for expats, from buy-to-let and remortgaging to choosing the right lender and currency.

International Mortgages

Specialist guidance on financing property purchases outside the UK, where lending criteria and property law work very differently.

Health Insurance

Comprehensive international health insurance for UK expats in Vietnam and Southeast Asia, covering private hospital care and evacuations.

Life Insurance

Protect your family's financial future with portable international life and critical illness protection policies.