Expat financial and investment advice for international people

Supporting international clients and expats with international investment and financial advice from a head office the UK.

Based and regulated in the UK with financial advisers in a real office (and remote) supporting clients globally. Our team is ready to advise and support your needs wherever you are. You can access us online, remotely and face to face. We frequently travel and open extended hours to suite most time zones.

Edale is a financial adviser firm that can assist with overcoming global pains of accessing worldwide financial advice where many are limited by national borders or assets in the country of residence. We like to everyone from the chief executive of a plc to a shopkeeper. We ensure financial advice and options are available to everyone, irrespective of their citizenship or complications created for them. Our specialist International advisers have significant experience in advising people, families and individuals that work and move around the world.

Financial advice that fits your needs and plans for the future

Working with a range of international product providers and platforms

Below is a list of platforms and product providers across different jurisdictions where we have clients. Some of these are legacy products that are no longer available and have rebranded, but we include them as clients may still refer to the old name. We like to consider the existing products and investments that a client holds before making alternative recommendations. We are not keen to switch where we can fit around a client’s existing arrangements, which are suitable for their needs and provide value.

Our Happy Clients

Expatriate financial advice based on your needs

Depending on what your need assistance we can advise clients on:

• Private Client Investments
• Child savings and
• Pensions and Retirement Planning
• SIPPS v QROPS
• Expat Tax Planning
• Education Fees Planning
• Health, Income and Illness Protection Arrangements
• Corporate Services

Helping US passport holders with UK savings

Articles for expats planning their finances

• High Earners Dilema: Avoiding Income Tax Traps
  Professionals accelerating up the corporate ladder or high earners face complications as their incomes break through different thresholds. A pair of rules where you earn two pounds and lose a pound creates a real dilemma for people who want to plan their long-term futures. Known as the “60% Tax Trap” and “Taper Tax”.. We have… Read more: High Earners Dilema: Avoiding Income Tax Traps
• A Tale of Two Taxmen: How the UK and US View Tax Wrappers
  Picture a street of rainbow-coloured houses. On one side of the road is a British tax inspector with one rulebook; on the other side of the street an American tax inspector with another rulebook. Each house in the street represents an investment product or ‘tax wrapper’. Each tax inspector’s has different rules so looks at… Read more: A Tale of Two Taxmen: How the UK and US View Tax Wrappers
• Actions on beneficiaries for Brite Adviser liquidation
  New documents published by Mcgrathnicol linked to the liquidation of Brite Advisors Pty Ltd (these are listed below) begin to outline some actions that beneficiaries will soon have to complete. To provide some guidance on what a beneficiary should expect, we have attempted to summarise the documents. From the documents provided, beneficiaries have several essential… Read more: Actions on beneficiaries for Brite Adviser liquidation
• What could some of the budget changes be in Oct 2024?
  Labour’s first budget warns of pain ahead, so here is an outline of the current inheritance tax and capital gains tax regimes that are under the spotlight With the Labour government’s first budget looming after we return from summer holiday’s there is much speculation (and dread) about the government’s long-promised tax reforms. Speaches of pain… Read more: What could some of the budget changes be in Oct 2024?
• Cash distribution plans and client statements for Brite Advisors
  With a batch of updates in the past couple of weeks, we thought an outline of what had occurred may be helpful, as lots of documents have been added to the Recievers website. Importantly, a distribution framework was submitted to the Court on 8/9th August, and we summarise what this means as it is the… Read more: Cash distribution plans and client statements for Brite Advisors

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