Expat Services

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With offices around the world in the United Kingdom, the United States, France, the Netherlands, Germany, South Africa and Australia, the Alexander Beard Group has long served globally mobile expatriates.

We have over 25 years’ experience dealing with cross-border financial planning and employ a multinational set of professionals to help counsel expats and would-be expats on investments, taxation, immigration and emigration. We are a one-stop-shop in dealing with global financial planning issues.

Please click on one of our specialised services below for more information:




See also our group website



Alexander Beard (USA) Inc. is a registered investment advisor with the United States Security Exchange Commission ("SEC"). We are a member of Alexander Beard Group of Companies Limited. Registered in England No. 2144184.

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UK Expats:

  • Transferring your UK pension to a ‘Superfund’

  • Management of stranded assets left behind in the UK: ISA’s, Investment accounts, Endowment policies etc.

  • Buy to let mortgage service for UK property.

  • Checking the tax position on the UK held life insurance




USA Expats:

  • FATCA compliance advice.

  • Registered Investment Advice in the USA let us look after your 401K/IRA.

























South African Expats:

  • Releasing “stranded assets”: bring your pension funds, endowments and other SA based savings out of the country legally and safely.

  • Managing what you have left behind: if you have assets back in SA that you want to leave there, we can manage them for you through our SA regulated company.

  • Replacing SA Life insurance: if you continue to pay for SA based life insurance it may be subject to tax in Australia; we can replace this cost-effectively with a tax-qualified Australian plan.

  • Favourable FX currency services through Clear Treasury.

  • Transferring your assets under the South African financial emigration rules.

  • Moving your South African pension fund to an Australian superannuation fund

Contact us for more information:

Alexander Beard Australia and it’s Financial Advisers are Authorised Representatives of Sentry Financial Services Pty Ltd (AFSL 286786)