Expats
Australia

Alexander Beard's services to British citizens resident in Australia

We have pleasure in summarising below the main services offered to British citizens resident in Australia. The key to our service is the fact that Alexander Beard is authorised and regulated in the United Kingdom by the Financial Services Authority, as well as having a partnership with a fully authorised company in Australia.

1) Pensions Transfer Service

Many, if not most people, who leave Britain for Australia, do so whilst leaving behind their accumulated pension benefits from previous employment or indeed self-employment. Recent changes in legislation both in the U.K. and Australia now make it more attractive to accumulate all of these previous schemes into one personal pension plan, which can be transferred to Australia with no loss of benefit.

We are able to provide you with a full analysis of previous pension schemes and a firm recommendation as to whether this course of action is in your interests. Initially we need to have details of all previous occupational and personal pensions you may have held in the United Kingdom and from that point on you can leave the rest to us!

2) Asset Review and Maintenance Service

People emigrating also have to consider other U.K. based investments such as building society accounts, unit trusts, endowment policies and life insurance. All of which need careful consideration in order to decide upon the best determination of these arrangements. We have many years experience in this field, dealing with British expats resident around the globe!

3) Expatriate Mortgage Services

We have a wide range of mortgage and re-mortgage facilities available to British expatriates in connection with homes they may have left behind in the United Kingdom. Quite often these houses are not sold but remained owned and rented as a long-term investment. We can provide advice as to the best type of mortgage arrangements and most tax efficient investment of any surplus rental income.

4) Services once in Australia.

Whilst many of the above services can be arranged before you leave the U.K. we are conscious of the need to help people once they arrive in Australia, and through our Australian partner we can offer the following: