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Seeking UK-Australia financial advisor
Can anyone recommend a financial advisor with knowledge of both Australian and UK financial landscapes, with specific experience in property, estates, investment, tax in both jurisdictions and superannuation/pension? I'm looking for someone who really knows their stuff and can offer a one-off review and planning session for the next stage in my life.
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I can't help being neither an FA or an Aussie but I do follow a group on FB Canadians and UK Taxation. So it occurs to me that there might be some other group on FB that might be able to help if you can't get anything here.
A quick search threw up these groups….
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Check your state pension on: Check your State Pension forecast - GOV.UK
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You will likely be looking for a UK Chartered Accountancy firm with cross border international tax expertise, who will either have a direct presence both in Australia and UK ( eg the likes of PWC and Deloittes), or lower down the pecking order a UK firm who is part of an international network of similar sized firms again with Australian associations eg networks such as UHY International, Alliott Global, Moore Global, MGI international etc.
The diverse nature of the expertise and services you require are unlikely to be met by a single individual and will require a collegiate approach, with key individuals joining the dots in each of the UK and Australian jurisdictions.
An effective 'one off' review for so many potential moving parts to your future endeavours would seem a challenging objective, in view of the high detailed reporting for each category you have listed.
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I have no personal experience of them but get their regular emails as I have a small super in Australia and pensions in the UK. They are called bdhSterling
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