Ensuring that your cross-border financial affairs are aligned with your plans for the future, are well-planned, organised, and understandable to you.
Providing independent expat investment advice alongside lump sum investment & portfolio management.
Aligning your personal ambitions with your business goals and your international lifestyle ambitions.
Empowering you to live the expat lifestyle you want and deserve without fear of ever running out of money.
Ensuring that your cross-border financial affairs are aligned with your plans for the future, are well-planned, organised, and understandable to you.
Providing expat investment advice alongside lump sum investment & portfolio management.
Empowering you to live the expat lifestyle you want without fear of ever running out of money.
Aligning your personal ambitions with your business goals and your international lifestyle ambitions.
We work with professionals and business owners like you, to answer these questions and to help you use all your financial assets to facilitate the lifestyle you want.
We’re here to help you make decisions about managing your money, taxes, and living abroad.
As independent financial planners, you can rest assured that any advice we give will be fair, unbiased, and unrestricted.
We work with professionals and business owners like you, to answer these questions and to help you use all your financial assets to facilitate the lifestyle you want.
Advising on the income tax, capital gains tax, and inheritance tax consequences of leaving the UK for the short and long term and on the best way to optimise and retain your financial assets. Tax advice is provided as part of a joined up service by our partner businesses, not by Smart Financial International directly
Advising clients on transferring UK-based pension products, non-UK pension schemes (QNUPS), overseas pensions schemes (QROPS), migrant member relief and international annuities.
The benefits of an offshore trust include flexibility, effective tax and succession planning, while also saving on executor’s fees and offering enhanced levels of asset protection.
Structuring your affairs as tax efficiently, flexibly and simply as possible prior to and after arrival in the UK, including planning for remittances, use of offshore structures and acquiring UK property.
The financial advisers trading under Smart Financial/BFMI are members of Nexus Global. Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 3647.
Business exit planning is growing in popularity in the UK, but all too often business owners leave this thinking until they are ready to sell.
The truth is that developing your exit plan is a great idea at any stage, helping you build a sellable business that will give you the freedom to achieve your personal ambitions.
Our free checklist will:
