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Wealth management professionals are regulated by the Financial Conduct Authority (FCA), which is part of the Bank of England (BoE).
Generally speaking, you should look for a wealth manager if you think you need help with financial planning. A financial institution is prone to offer you sophisticated services when you are or get wealthier. These services range from traditional lending or investment management to inheritance tax planning or asset protection.
A list of UK wealth managers can be found here.
Financial planning complexity increases dramatically when you become an expatriate, as additional cross-border issues must be taken into account. These include, but are not limited to:
It is essential to check if your wealth manager is qualified enough to deal with your specific cross-border issues. You don’t necessarily need a UK wealth manager, especially if you already have a good and easily contactable one in your home country.
Due to FATCA regulations, it has been reported that US taxpayers are being turned away by UK wealth managers. This is because the compliance burden in connection with FATCA makes it simply unprofitable for UK wealth managers to have US clients.
US taxpayers with at least US$2m of assets may still find a UK wealth manager with adequate qualifications for US clients.
Sections in FINANCIAL CONSIDERATIONS IN THE UNITED KINGDOM:
» Money Transfers for Expats in the United Kingdom
» Foreign Exchange for Expats in the United Kingdom
» Banking for Expats in the United Kingdom
» Pensions for Expats in the United Kingdom
» Investment for Expats in the United Kingdom
» Wealth Management for Expats in the United Kingdom
» Property Investment for Expats in the United Kingdom
» Insurance for Expats in the United Kingdom
We value input from our readers. If you spot an error on this page or have any suggestions, please let us know.
If you are considering moving to the United Kingdom or are soon to depart, you can find helpful information and advice in the Expat Briefing dedicated United Kingdom section including; details of immigration and visas, United Kingdom forums, United Kingdom event listings and service providers in the United Kingdom.
From your safety to shopping, living in the United Kingdom can yield great benefits as well as occasional drawbacks. Find your feet and stay abreast of the latest developments affecting expats in the United Kingdom with relevant news and up-to-date information.
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