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Text Content

 * Why AHR?
 * Company
    * What Our Clients Say
    * Our People
    * Global Offices
    * Regulations
    * Press and Media
    * Corporate Services
    * Contact Us

 * Client Login

 * Financial Planning
    * Investment Management
      
      Investment Management Services
      
      Our investment management services are designed to help grow your wealth.
      Find out how we can help you today.
      
      Investment Management
       * Bespoke Investment Portfolio
       * Managed Investment Portfolio
   
    * Pension Transfer
      
      Pension Transfer Services
      
      Secure your future with our expat Pension Transfer Services - professional
      guidance for optimal pension management and retirement planning.
      
      Pension Transfer
       * Defined Benefit Pension Transfer
       * Defined Contribution Pension Transfer
       * 401(k) Rollover
   
    * Property Investment
      
      Property Investment Services
      
      Explore smart property investment opportunities. Our comprehensive
      property investment service offer, buy-to-let properties, mortgages and
      limited company incorporation.
      
      Property Investment
       * Latest Developments
       * Expat Mortgages
       * Limited Company Incorporation
   
    * Currency Transfer
      
      International Currency Transfer Service
      
      Fast and secure currency transfers worldwide with AHR Group's
      International Currency Transfer Service. Get competitive, secure, and
      quick transfers today.
      
      International Currency Transfer
    * NRI Financial Advice
      
      NRI Financial Advice Service
      
      Discover our NRI Financial Advice Service. Get expert guidance, tailored
      solutions, and personalised support as a Non-Resident Indian.
      
      NRI Financial Advice
   
   More on Financial Planning
   
   Financial Planning Services
   
   Achieve your financial goals with our financial planning services. Secure
   your future whether investing, planning for retirement or property
   investment.

 * Tax Planning
    * Tax Planning
      
      Tax Planning Service
      
      Discover our tax planning service for British expats. Maximise your
      finances with our expert guidance on UK tax returns, residence tests, and
      more.
      
      Tax Planning
    * Inheritance Tax
      
      Inheritance Tax Service
      
      Our expert, cross-border inheritance tax service for British expats offer
      advice on trust structures and asset protection for optimal wealth
      transfer.
      
      Inheritance Tax
    * UK Repatriation
      
      UK Repatriation Tax Service
      
      Our UK repatriation tax service offers expert repatriation tax advice for
      British expats returning to the UK. Secure your wealth today.
      
      UK Repatriation
   
   Tax Planning Services
   
   Tax Planning Services
   
   Achieve tax efficiency as an expat with our tax planning services. Our advice
   ensures tax compliance and unlocks your financial potential.

 * Estate Planning
    * Trust Planning
      
      Trust Planning Service
      
      Experience peace of mind with our trust planning service. Preserve your
      legacy, protect assets, and secure your family's future. Contact us today.
      
      Trust Planning
    * Will Writing
      
      Will Writing Service
      
      Secure your legacy with our expert will writing service tailored to
      international complexities. Achieve peace of mind worldwide today.
      
      Will Writing
   
   Estate Planning
   
   Estate Planning Services
   
   Secure your legacy with our expert estate planning services for expats.
   Protect your assets, minimise taxes, and ensure your loved ones' future.

 * Resources
    * Pension Hub
      
      Pension Hub
      
      The Pension Hub is your go-to resource for pension advice. Industry
      experts cover everything from pension transfers to CETV. Start learning
      now.
      
      Pension Hub
    * Property Investing Hub
      
      Property Investing Hub
      
      Get ahead in property investment with our Property Investing Hub. Read
      expert-curated content on property strategy, market analysis, management,
      and legal issues.
      
      Property Investing Hub
    * Tax Hub
      
      Tax Hub
      
      The Tax Hub is your go-to resource for expat tax planning advice. Expert
      insights for global tax efficiency and compliance for expatriates. Start
      learning now.
      
      Tax Hub
    * Investing Hub
      
      Investing Hub
      
      Want to become a more successful investor? Look no further than our
      Investing Hub - your go-to resource to learn about investing.
      
      Investing Hub
    * Financial Planning Hub
      
      Financial Planning Hub
      
      The Financial Planning Hub is your go-to resource for expat financial
      planning advice. Offering expert insights into global wealth management
      for expatriates, we're here to ensure your financial well-being is secured
      across borders. Start learning now.
      
      Financial Planning Hub
    * Financial Advice Guides
      
      Financial Advice Guides
      
      Our financial advice guides cover pensions, tax, property, and retirement
      planning for expats. Get expert insights and secure your financial future
      today.
      
      Financial Advice Guides
    * Financial Calculators
      
      Financial Calculators
      
      Our financial calculators help you forecast and plan for all aspects of
      retirement and allow you to understand your options to make the best
      choices for your financial future. They cover various areas of wealth
      management, including tax planning, pension transfers, and property
      investment.
      
      Financial Calculators
   
   Financial Resources
   
   Financial Resources
   
   Our industry-leading financial resources help you to make informed decisions
   for your financial, tax and estate planning goals. Start learning today.

Speak to an Adviser



Financial Planning
Investment Management
 * Bespoke Investment Portfolio
 * Managed Investment Portfolio

Pension Transfer
 * Defined Benefit Pension Transfer
 * Defined Contribution Pension Transfer
 * 401(k) Rollover

Property Investment
 * Latest Developments
 * Expat Mortgages
 * Limited Company Incorporation

Currency Transfer
NRI Financial Advice
Tax Planning
Tax Planning
Inheritance Tax
UK Repatriation
Estate Planning
Trust Planning
Will Writing
Resources
Pension Hub
Property Investing Hub
Tax Hub
Investing Hub
Financial Planning Hub
Financial Advice Guides
Financial Calculators
 * Why AHR?
 * Company
    * What Our Clients Say
    * Our People
    * Global Offices
    * Regulations
    * Press and Media
    * Corporate Services
    * Contact Us

 * Client Login




EXPAT FINANCIAL ADVICE
MADE EASY

Achieve financial success as an expat with AHR Group – your partner for tailored
wealth management and cross-border expat financial advice.

Get Started



EXPAT FINANCIAL ADVICE QUERIES

 * 
 * 

Why isn't my QROPS performing?




What should I do with my lump sum?




Where can I invest my disposable income?




Can I transfer my pension to Australia?




What do I need to consider when repatriating to the UK?




How can I manage my 401(k) and IRA investments as a US Expat?




Do I have enough money to retire?




Do I need life insurance as an expat?




What tax do I pay as an expat?




I want to invest in UK property.




How can I track down my UK pensions?




Why isn't my QROPS performing?




What should I do with my lump sum?




Where can I invest my disposable income?




Can I transfer my pension to Australia?




What do I need to consider when repatriating to the UK?




How can I manage my 401(k) and IRA investments as a US Expat?




Do I have enough money to retire?




Do I need life insurance as an expat?




What tax do I pay as an expat?




I want to invest in UK property.




How can I track down my UK pensions?




Why isn't my QROPS performing?



‹›


Financial planning


DO I HAVE ENOUGH MONEY TO RETIRE?

As a British expat, navigating cross-border pension planning and ensuring you
have enough retirement income can be challenging.

We can help you with a holistic review of your retirement plans, including all
pension types, ISAs, inheritance money, home equity, property investments, and
retirement location.

By forecasting cash flow and considering different scenarios, such as staying in
your current defined benefit pension vs transferring into a personal pension,
your financial adviser can assess the right decision for you, considering any
tax implications and investment opportunities.

Book a Complimentary Pension Review


Estate Planning


DO I NEED LIFE INSURANCE AS AN EXPAT?

Many expats do not have life insurance policies, which can leave them and their
loved ones financially vulnerable to unexpected illness or death.

AHR Group offers tailored life insurance solutions to meet the unique needs of
expats, providing peace of mind and financial security for the future.

Speak to an Adviser


Tax planning


WHAT TAX DO I PAY AS AN EXPAT?

As an expat, navigating tax regulations can be complicated and stressful.
Knowing which country’s tax laws apply to you and how to minimise your tax
liability while staying compliant with regulations can be difficult.

We provide expert tax advice for expats, including guidance on residency and
domicile rules, double taxation treaties, and cross-border tax planning.

With our help, you can ensure that you take advantage of all available tax
benefits and avoid costly mistakes.

Let our experienced team of tax professionals provide peace of mind and help you
achieve your financial goals.

Tax Planning Help


Financial planning


I WANT TO INVEST IN UK PROPERTY.

As an expat, investing in UK property can be daunting. You may be concerned
about the complex legal and tax regulations and the difficulty of managing a
property portfolio from abroad. Making it challenging to capitalise on the
reliable UK house price growth.

We understand these challenges and offer tailored investment solutions to meet
expats’ specific needs and investment goals.

Our end-to-end service includes legal, lending, and letting support, limited
company incorporation, tax advice, and ongoing HMRC reporting.

We designed our property investing strategy to be hassle-free and hands-off,
allowing you to build a successful property portfolio without the stress and
worry.

UK Property Investing Service


Financial planning


HOW CAN I TRACK DOWN MY UK PENSIONS?

Managing various schemes can be a challenge, especially when you’re living as a
British expat.

However, consolidating your pensions can simplify your pension management, give
you a clear view of your retirement assets, and improve performance by reducing
your fees.

With AHR Group’s pension tracking and consolidation service, you can easily
transfer all your pensions into one manageable account, regardless of where you
are.

Additionally, you can access 12+ major currencies to hold funds so that you
won’t be tied to currency risk.

So enjoy the peace of mind that comes with having all your pensions in one
place, and start planning for your retirement today.

Find My Pension


Financial planning


WHY ISN’T MY QROPS PERFORMING?

For British expats who have already transferred their pension into a QROPS, a
common pain point is when the scheme is not performing as expected.

This could be due to various reasons, such as poor investment management, high
fees, or lack of flexibility. The fear of not having enough retirement savings
can be overwhelming.

We can help by thoroughly reviewing your QROPS scheme and offering personalised
advice to improve its performance.

By optimising the investment strategy and reducing unnecessary fees, we can help
you achieve your retirement goals.

Book a Complimentary Pension Review


Financial planning


WHAT SHOULD I DO WITH MY LUMP SUM?

Decisions about what to do with a lump sum of money can be overwhelming and
stressful, especially if you’re unsure of your options as an expat.

You may be concerned about market volatility or making the wrong investment
choices. However, with expert advice and guidance, you can create a solid
investment plan that suits your specific needs and goals.

By taking a tailored approach, you can make informed decisions that give you
peace of mind and the potential to grow your wealth over time.

So explore your options today and take the first step towards securing your
financial future.

Schedule a Free Consultation Today


Financial planning


WHERE CAN I INVEST MY DISPOSABLE INCOME?

With so many options available, knowing where to invest your disposable income
for your future can be challenging. But it’s crucial to make the right decisions
now to secure yours.

Investing in a diversified portfolio of assets can minimise risk and achieve
long-term growth.

We offer a range of investment solutions tailored to suit your individual needs
and goals.

Whether you’re looking for a low-risk option or a high-growth opportunity, our
team of experts can help you navigate the complexities of the investment world.

Speak to Our Investment Team


Financial planning


CAN I TRANSFER MY PENSION TO AUSTRALIA?

Transferring your UK Defined Benefit Pension into your Superannuation can be
complex and confusing, especially for those under 55 who need an interim
vehicle.

AHR Group can help guide you through the process, providing expert advice on the
pros and cons of transferring, the tax implications, and the potential benefits
of consolidating your pensions.

With our support, you can feel confident that you’re making informed decisions
about your retirement savings, maximising your potential for a comfortable and
secure retirement in Australia.

Read Our Guide


Financial planning


WHAT DO I NEED TO CONSIDER WHEN REPATRIATING TO THE UK?

Returning to the UK after living abroad can be challenging. The process can be
overwhelming with complex tax laws, residence and domicile issues, and capital
gains tax for expats.

AHR can guide you on split-year treatment, residency rules and tax treaties and
help you understand how to manage taxes if you reside in more than one country.

With our support, you can ensure that your repatriation to the UK is as smooth
and stress-free as possible.

Speak to a Repatriation Expert Today


Financial Planning


HOW CAN I MANAGE MY 401(K) AND IRA INVESTMENTS AS A US EXPAT?

Managing 401(k) and IRA investments can be complicated and overwhelming for US
expats. With constantly changing tax laws, navigating and optimising investments
to ensure the best returns can be challenging.

Furthermore, transferring 401(k) and IRA accounts overseas can involve various
administrative hurdles and tax implications.

However, AHR Group’s team of experienced financial advisors can provide expert
advice and guidance to help optimise your 401(k) and IRA investments and ensure
compliance with US tax laws.

Learn More About 401(k) Rollovers


As Seen In

‹›



EXPAT FINANCIAL ADVICE AND WEALTH MANAGEMENT

AHR Group is a leading provider of expat financial advice and wealth management.
With expertise in cross-border advice, we understand the unique challenges those
living abroad face.

Whether you want to achieve long-term financial goals or navigate complex
financial regulations, AHR Group can help you make informed decisions and
achieve your financial objectives.

We offer transparent, low fees and focus on building long-lasting relationships
that span generations. Our mission is to empower you with the knowledge you need
to live more by providing smart financial solutions.

Why AHR Group?


EXPAT FINANCIAL SERVICES

AHR Group provides a comprehensive suite of expat financial advice services,
including financial, tax, and estate planning.


FINANCIAL
PLANNING

Achieve your goals with our financial planning services, including investment
management, pension transfer, and property investment.

View Services


TAX
PLANNING

Maximise your tax efficiency with our expert tax planning services, including
lifetime allowance, inheritance tax, and tax returns.

View Services


ESTATE
PLANNING

Protect your legacy with our estate planning services, including trust planning,
will writing, executor services, and succession planning.

View Services


HOW CAN WE HELP YOU?




FINANCIAL PLANNING SERVICES

Secure your financial future. Start planning today.

 * Investment Management
 * Pension Transfer
 * Property Investment
 * Currency Transfer

All Financial Planning Services


TAX PLANNING SERVICES

Keep more of what you earn. Become more tax efficient.

 * Tax Planning
 * Inheritance Tax
 * UK Repatriation

All Tax Planning Services


ESTATE PLANNING SERVICES

Protect your legacy. Secure your family’s future.

 * Trust Planning
 * Will Writing

All Estate Planning Services

The support I have and continue to receive is first class. AHR Group have helped
to demystify financial planning with clear & concise communication. The insight
& support provided has been extraordinary.

Deborah, 61, Sydney



FINANCIAL ADVICE RESOURCES

Our Financial Resources help you to make informed decisions for your financial,
tax and estate planning goals. Start learning today.

See All Resources
5

PENSION
HUB

Your go-to resource for all things related to pensions. Find advice on pension
transfer, lifetime allowance and CETV.

7

PROPERTY
HUB

Unlock your full potential as a property investor; access invaluable strategies,
expert tips, and advice from successful investors.

1

TAX
HUB

The Tax Hub is your go-to resource for expat tax planning advice. Expert
insights for global tax efficiency and compliance for expatriates.

3

INVESTING
HUB

Explore our investment materials, gain valuable insights from industry experts,
and elevate your investment knowledge.

2

FINANCIAL
CALCULATORS

Use our calculators to predict your tax liability, explore a pension transfer,
and plan your estate to maximise your wealth.

3

FINANCIAL
GUIDES

Written by our industry-leading financial advisers, our guides cover specific
subjects on pensions, tax, property, and retirement planning.

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Achieve financial success as an expat with AHR Group – your partner for tailored
wealth management expert cross-border financial, tax, and estate planning
services.

Services

 * Financial Planning Services
 * Tax Planning Services
 * Estate Planning Services

Resources

 * Pension Hub
 * Property Investing Hub
 * Investing Hub
 * Financial Advice Guides
 * Financial Calculators

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Disclaimer

By entering AHR Group’s website, you acknowledge that its content pertains to
several jurisdictions where AHR conducts regulated financial advising. This
website does not offer personalized investment advice and disregards individual
financial situations. For information specific to regulated jurisdictions,
please visit our associated websites separately.

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