International Planning

meeting your long-term needs

At HFMC Wealth, we provide professional international financial planning services to our clients, helping them to structure and manage their finances in a manner that meets their long-term needs. Many individuals, families and Trustees have international interests which require careful, coordinated management. Our team has extensive experience in global asset management, investment portfolio construction and cross-border taxation, which enables us to establish and maintain appropriate structures for holding international assets. Our relationships with recognised specialists in the fields of international law and taxation ensure that our clients’ arrangements are both tax efficient and fully compliant.

OUR INTERNATIONAL CLIENTS INCLUDE

Those who:

Currently live or are planning for a life overseas, either full or part time
Are returning to the UK after a period of non-residency
Are non-UK domiciled and currently reside in the UK
Are a Trustee or beneficiary of an overseas settlement
Have international business or personal interests (including international pension arrangements and employee benefit trusts)
Have tax reporting requirements in non-UK jurisdictions, including those who have a US filing obligation.

For all of these, our specialist international division will provide a holistic approach to wealth management, coordinating the financial planning, asset allocation and administration aspects.

PROACTIVE, EVOLVING ADVICE

We work hard to ensure that our clients have access to the latest insights into international markets, as well as new opportunities for investing. We work closely with our asset management division and can arrange for overseas custody and administration where appropriate. Many of our clients are geographically mobile and so our solutions are carefully considered to include clients’ evolving circumstances, optimising flexibility in that context. We are proactive in relation to important legal changes and other developments so that our clients can remain ahead of the game. Through our professional and knowledgeable approach to financial planning, we help clients achieve their financial objectives with confidence and peace of mind.

PUT SIMPLY

By partnering with HFMC Wealth, you can rest assured that your finances are in good hands and that you have access to the professional guidance you need to make informed decisions about your financial future. We are committed to providing comprehensive and tailored advice for each client’s individual needs and our professional team is well-equipped to give the best support for international private clients as well as personal financial planning services.

Ready to start planning for your financial goals?

Schedule a free initial consultation

If you’re looking for professional financial planning services that you can rely on, then contact us today to schedule a free initial consultation. We’ll be happy to help you reach your goals both now and in the future.

FINANCIAL PLANNING

HOW WE WORK WITH YOU

Our professional team at HFMC Wealth strives to provide the highest quality of service to ensure that your financial objectives are met.

FINANCIAL PLANNING

At HFMC Wealth, we offer professional financial planning services to help our clients reach their financial and life goals. We specialise in providing advice and solutions that are tailored to the individual needs of each client.

INVESTMENT PHILOSOPHY

At HFMC Wealth, we take a professional approach to investing and asset allocation. Our experienced Chartered Advisers will help you create a tailored plan specifically for your needs and objectives.

OUR THINKING

Insights

Everything you need to know about the 2023 Autumn Statement

On 22 November 2023, chancellor Jeremy Hunt delivered the Autumn Statement against a backdrop of a cost of living crisis and a looming general election. It’s been a challenging year

22 November 2023

Insights

Some Positive Changes in the Air!

Welcome to the Autumn edition of the Wire. This edition comes after our promising summer turned a little wet, the Lionesses achieved a very respectable second place in the women’s

30 August 2023

Insights

As Inheritance Tax receipts rise again, now is the time to think about how you pass on your wealth

With HMRC taking a massive £7.1 billion in receipts from Inheritance Tax (IHT) in 2022/23, is now the time to consider your options for passing on wealth efficiently? Receipts from

30 August 2023

CLIENT TESTIMONIALS

Both David and I have been somewhat reticent about approaching a financial adviser, it never seemed the right time. However you have shown that in doing so, it can inspire very positive changes.

Evening Standard Editor

I feel very fortunate that you and your colleagues at HFMC took over the process of (encashing £6m pension holdings to transfer into a SIPP) at a time when neither Mckinsey, accountants, lawyers, SIPP candidates nor HMRC were prepared to take any responsibility for anything and this risked prolonging the process indefinitely. Your focus, chivvying and willingness, collectively, to push the relevant players onto the next stage while checking the accuracy of their progress on the way, enabled a prolonged process, in danger of cantering out of control, to be brought back into line and progressed to its conclusion. It is very much appreciated.

Ex partner of global management consultancy

HFMC have been a vital part of my personal and business life for many years now and I have always valued their diligent advice. I doubt whether my affairs would be in such good shape were it not for their being part of my life. They have constantly pointed me in the right direction which is of paramount importance in an increasingly complicated world and they have guided me through the maze of conflicting pieces of fiscal legislation. I never stop blessing the day HFMC was recommended to me by my son-in-law.

Film director and author

I have used HFMC to advise me and my family on our financial affairs for almost 20 years. I have worked with Jeremy Hoyland as well as many of his colleagues and found the same high standard of integrity and professionalism throughout the firm. As my personal and business affairs have grown in complexity and size, HFMC have always been able to provide sophisticated and client friendly solutions and advice. I have had no hesitation in recommending HFMC to other members of my family and friends, which I regard as the ultimate test of a client relationship.

Private equity and hedge fund owner and investor

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EC1M 4NA

t: +44 20 7400 4700

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HFMC House
New Road, Weybridge
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t: + 44 1932 870000

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International Planning

meeting your long-term needs

OUR INTERNATIONAL CLIENTS INCLUDE

PROACTIVE, EVOLVING ADVICE

PUT SIMPLY

Ready to start planning for your financial goals?

FINANCIAL PLANNING

HOW WE WORK WITH YOU

FINANCIAL PLANNING

INVESTMENT PHILOSOPHY

OUR THINKING

Everything you need to know about the 2023 Autumn Statement

Some Positive Changes in the Air!

As Inheritance Tax receipts rise again, now is the time to think about how you pass on your wealth

CLIENT TESTIMONIALS

London City Office

WEYBRIDGE OFFICE

PRIVACY & COMPLIANCE

USEFUL CONTACTS

Corporate Social Responsibility

OTHER HFMC SERVICES

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