For UK nationals and other internationals settling life within the European Union (EU), we offer assistance with all aspects of financial planning, taking the tax laws in the country of residence as well as the country in which assets are held into consideration. The ultimate goal is to provide you and your family with better quality of life.
Cross–border tax planning is complicated and requires expertise in two countries, being your country of domicile and current tax residency. We assist with all areas of cross-border financial planning, both within in the EU and your home country.
We turn to our detailed understanding of international tax legislation and offshore investment structuring when advising our clients. We also work with some of the world’s largest institutions across multiple jurisdictions when assisting clients in the overseas relocation process.
For expatriates moving to and living in the EU, Ambient Wealth provide an extensive range of compliant financial services in the most secure and well-regulated offshore jurisdictions around the world.
The portfolio of global products and investment opportunities we have access to are with some of the world’s most trusted and renowned financial institutions that benefit from stable government structures and sound regulatory controls. This all results in higher protection and security for policyholders.
Relocating to a new country does not need to have a negative impact on your investments now or in the future once you inevitably pass away.
Want to find out more about our Relocating Overseas services? Leave us your details and we will contact you to arrange a free consultation.
My adviser Josh dealt with queries about my pension transfer in an efficient and professional manner, keeping me updated of the progress along the way and assisting in getting a very good exchange rate when it was time for the transfer from UK. I am very happy with his service and would thoroughly recommend him. Infact, I had been approached by two other companies but chose Josh because of the trust he instilled in me.
December 01, 2023
I have worked with Josh for four years and I have been completely satisfied with his expert advice and honesty.
He explains things very simply and seems to have very good insight into a complicated business. I trust him totally and I am very happy with how my investments have flourished with this company.
March 12, 2024
I invested with Josh on the recommendation of friends. I’m very happy I did. I had money that I didn’t know what to do with, and after we talked, he put me at ease and was confident he’d look after me. I still feel that way. He keeps in touch and offered to be of assistance in an unrelated financial matter that I had mentioned, and wasn’t sure about. Happy to be doing business with him.
March 09, 2024
We’re ready to answer any questions you might have and schedule an obligation-free meeting with an adviser. Leave us your details and an adviser will reach out at your requested time.
Alternatively, contact us direct
Telephone / WhatsApp: +34 658 077 450
Email: contact@ambient-wm.com
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Ambient Wealth Management, based in Spain, is an appointed representative of Adviser Platform Lda. Adviser Platform hold the appropriate licensing and regulatory permissions to operate and advise within the European Economic Area (EEA). Adviser Platform is EU authorised and regulated by the Insurance and Pension Funds Supervisory Authority Portugal (“ASF”) registration number 607124296.
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