Living across borders
How many countries do you call home? How many currencies do you regularly spend in?There are many reasons you might choose to split your life across borders. It could be due to business interests, property, or a lifestyle choice – or because of decisions taken by your children or other family members.
But there are tax, investment and other financial considerations which you shouldn’t overlook. In a world where nations are erecting more walls and barriers, understanding cross-border issues has become more important than ever.
With wealth management offices based in the UK, Europe and Asia, as well as investment centres across the world, we’re able to stay abreast of tax and other legislative and financial developments across multiple jurisdictions. And where we need to, we turn to a global network of professionals for outside expertise. We draw on this expertise to ensure that our clients investments meet their financial objectives and are invested tax appropriately for the different tax regimes they may be impacted by.
Wherever you choose to live, we’ll ensure your financial affairs are managed in a way that matches your geographic footprint.
Overseas clients and non-UK residents
We are expert in the needs of UK clients who live abroad and non-domiciled clients who live in the UK. As part of a the Schroders Group, a truly global asset manager, we access a wealth of world-class investment expertise, as well as our long-standing knowledge of the structures needed to best serve them.
Our London-based specialists serve our non-domiciled clients in the UK, and we also have offices in the Channel Islands, Switzerland, Hong Kong and Singapore. Our specialists create solutions tailored to the specific situations that affect non-domiciled clients and expatriates, and can advise on the right investments, tax planning and any other issues that may arise.
Whether you live overseas or are a non-domiciled client currently in the UK, our investment management and wealth management teams will collaborate closely to ensure that your investments are managed tax-efficiently, generating income and growing in value.
Because relationships drive everything we do, we understand that every client has different needs. We take the time to understand your objectives, timescale and future plans. We have our own global network of expert intermediaries, and can also work with your existing advisers to ensure the best outcomes.
We always consider factors such as your domicile, residence, income and tax status when dealing with clients. We are also able to deal with investor visas for international clients and can run a portfolio consistent with stringent visa requirements.
Contact us
To discuss your wealth management requirements, or to find out more about our services, please contact us below.