Welcome to Beacon Point Wealth, your trusted partner in financial services for expats.
We specialise in providing comprehensive solutions tailored to meet the unique needs of expatriates seeking retirement planning, inheritance tax (IHT) planning, fixed income bonds, and alternative investments.
Retirement planning involves setting financial goals and implementing strategies to ensure a secure and comfortable retirement, including savings, investments and pension plans.
Short for Inheritance Tax planning, refers to strategies and measures taken to minimise the potential impact of inheritance tax on an individual's estate, often involving trusts and gifting arrangements.
Fixed income bonds are debt securities that pay a fixed interest rate to investors over a specified period, offering a steady income stream and return of principal at maturity.
Beacon Point Wealth operates as an intermediary and introducer and as such are not required to be affiliated with any financial services authority. However, the products and services recommended are provided by regulated companies.
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