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.

Our Services

Planning for retirement can be complex, especially for expats who face additional considerations such as cross-border tax implications and fluctuating currency exchange rates. At Beacon Point Wealth, we understand the intricacies involved and offer expert guidance to help you navigate through the challenges. Our team of experienced professionals will work closely with you to develop a personalised retirement plan that aligns with your financial goals and secures your future.

Inheritance tax planning is another crucial aspect of financial management. As an expat, your estate may be subject to IHT in multiple jurisdictions, making it essential to have a robust strategy in place. Our knowledgeable advisors will assist you in minimising your tax liabilities and ensuring a smooth transfer of wealth to your loved ones.

To diversify your investment portfolio and maximise returns, we offer a range of fixed income bonds and alternative investment opportunities. Our extensive network and expertise enable us to identify attractive investment options that align with your risk tolerance and financial objectives. Whether you're seeking stable income or growth potential, our team will guide you towards suitable investments that suit your needs.

At Beacon Point Wealth, we prioritise client satisfaction and long-term relationships. We are committed to providing transparent, reliable, and personalised services that instill confidence in our clients. With our unwavering dedication to excellence, you can trust us to safeguard your financial future and help you achieve your dreams.

Explore our website to learn more about our services and get in touch with our team for a personalised consultation. Let us be your partner in securing a prosperous and fulfilling financial future as an expat.
Retirement Planning

Retirement planning involves setting financial goals and implementing strategies to ensure a secure and comfortable retirement, including savings, investments and pension plans.

IHT Planning

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

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.


About us

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. 

Contact Us

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