The Ultimate Resource on Retirement, Tax & pensions For
British & irish expats in europe
The Ultimate Resource on Retirement, Tax & Pensions For
British & irish expats in europe
Discover how to secure a life time retirement income, minimise taxes, maximise pensions & investment Growth, and avoid the mistakes we see many expats make.
[specifically for british & irish expats with a portfolio worth 100k £/€/$) or more]
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Meet The Author
Andrew Mallon | Chartered Financial Planner
specialist in working with british & irish expats europe
If you’re a British or Irish expat living in Europe… there’s a high chance your finances aren’t structured the way they should be.
Not because you’ve done anything wrong, but because the system simply isn’t built for people like you.
“I’ve left the UK… but my money hasn’t.” This is the situation Andrew sees every day.
UK pensions left behind and poorly structured
Investments tied to the wrong country
Tax inefficiencies quietly eroding long-term wealth
No clear plan for where (or how) you’ll retire
“Am I actually making the most of what I’ve built?”
Andrew decided to write this guide to cut through the noise and educate expats on the reality of their financial planning in a simple manner.
You can gain access to the insights from a Chartered Financial Planner (Level 6 qualified) with over 20 years of experience, specialising exclusively in cross-border planning for expatriates.
But more importantly, he’s a part British, part Irish expat himself. He understands firsthand the uncertainty of living between countries, the frustration of dealing with UK-based assets abroad, and the lack of clear, trustworthy advice for internationally mobile professionals.
What You’ll Discover Inside This Guide:
It has been written specifically for British and Irish expats living in Europe who want to make smarter decisions with their wealth across borders. Specifically it covers:
What actually happens to your UK pension when you live abroad
How to structure your finances if you don’t plan on returning to the UK
The hidden tax inefficiencies many expats overlook
Your options for consolidating pensions and investments across countries
The 3 most common mistakes we see expats make which can cost them a large chunk of their retirement nest egg
Why some common “default” financial decisions can cost you
How to create a more flexible, long-term income strategy
The key questions every expat should be asking about their finances
And much much more...
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Disclaimer: Andrew Mallon of AM Wealth Management is Partner IFA of Forest Wealth for the purpose of advising on the company's wealth management products and services. Forest Wealth is regulated in Switzerland, Mauritius, and South Africa, with recognised regulatory relationships in the UAE, the United Kingdom, and the United States. Service availability may vary by location.
The information provided on this website is for general informational purposes only and does not constitute financial, investment, tax, legal, or accounting advice. Nothing herein should be relied upon as a substitute for personalised advice from a suitably qualified and regulated financial adviser. Our services and solutions may not be available to residents of all jurisdictions. Access to certain products or services may be restricted by local laws and regulations applicable to your country of residence, citizenship, or domicile. It is your responsibility to ensure that engaging with Forest Wealth is permitted under the laws of your jurisdiction. Investments carry risk. The value of investments can fall as well as rise, and past performance should not be regarded as an indicator of future results. You may not get back the full amount originally invested, and changes in currency exchange rates may cause the value of investments to rise or fall. Forest Wealth is regulated in Switzerland, Mauritius, and South Africa, with recognised regulatory relationships in the UAE, United Kingdom, Europe, and the United States. Service availability may vary by location. Please contact us to be directed to the appropriate Forest Wealth entity for your region.
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