We will connect you with cross-border specialists who assess your residency and domicile status, helping you structure assets efficiently and remain compliant in every jurisdiction.

We will introduce you to advisers who review your existing holdings, determine what should be retained, and adapt your portfolio for international efficiency and accessibility.

We will match you with advisers who analyse double-tax treaties and coordinate with your existing professionals to minimise duplication and ensure correct treatment across jurisdictions.

Pre-arrival planning is key. We will connect you with specialists who can reorganise assets, time income and gains effectively, and re-establish UK tax efficiency before your return.

Cross-border wealth management demands precision and coordination. Whether you are leaving the UK, returning, or managing assets across jurisdictions, we will connect you with specialists who navigate residency, taxation, and investment structures with clarity and confidence.

Find and Compare Wealth Managers for Cross-Border Planning

I found Compare Wealth Management online when I didn’t know how to decide among the multiple companies out there, or how to work out who was better/worse. I feared a deluge of cold-calling, but instead had a very informative follow-up call with Rory Scott.

Mr C. Barry

Invaluable help with choosing a wealth manager

I was highly impressed by the level of care and attention I received from Compare Wealth Managers and Neil. If you’re unfamiliar with the financial or investment world, it can be daunting and overwhelming to know where to start. Neil took the time to understand my circumstances and future goals before suggesting suitable advisers. He explained everything clearly, without jargon, and made sure I felt confident about every step. What stood out most was how personal the experience  there was never any pressure, just thoughtful guidance and genuine expertise. Thanks to Compare Wealth Managers, I now have a trusted financial partner and a clear plan for the years ahead.

Mr K.

Outstanding …

I came across Paul Dredge and Compare Wealth Managers when looking to competitively evaluate my current wealth management company. Paul saved me the job of having to evaluate prospective firms, by introducing me to companies already vetted by CWM.

Find and Compare Wealth Managers for Cross-Border Planning

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