International financial planning services

Managing your personal finances across different jurisdictions presents a number of challenges. For example, there are a variety of international pension options. It’s extremely important to understand the often complex cross-border treatment from a tax and financial planning perspective around aspects such as contribution caps and drawing a retirement income.

We can provide you with bespoke financial planning advice in the jurisdictions in which we're authorised and draw on the expertise of our tax planners if required.

Specialist

You’ll have direct access to our highly qualified team of international financial planning experts who will provide a personalised service tailored to your needs to help protect and grow your wealth.

An entire network

You’ll receive support from our diverse business and international network. We also work closely with offshore lawyers, trustees and other professional advisers.

• We build long-term relationships and have been advising some families over many generations
• Evelyn Partners is a founding member of CLA Global Limited (CLA Global), a market-leading, mid-market, international accounting network of independent firms. CLA Global serves clients in over 100 countries, focusing on privately owned international businesses and their owners. Through this global network and our breadth of experience, we offer a truly international service and can support your business if you are expanding overseas, moving into the UK or already operating internationally
• We work closely with onshore and offshore lawyers, trustees, investment managers, property advisers and other professionals

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