ABGUSA's blog

At Alexander Beard, we offer a UK based, FCA regulated service to individuals who are to receive pension funds when instructed by a court order. It is quite simple for the order to be made, however the actual facilitation of the request can be very difficult to complete, especially if the beneficiary is non UK resident.

An example of the service we offer –

Services to UK Expats in Australia

Setting-up superannuation plans in Australia that satisfy the stringent Qualifying Recognised Overseas Pension (QROPS) requirements, allowing tax efficient and cost-effective transfer of UK pension funds to Australia.

Releasing "stranded assets": including pension funds, endowments and other UK based savings.

Managing the transfer and investment of funds from the UK and combining with Australian investment assets.

On the 6th April 2016 Her Majesties Revenue & Customs (HMRC) introduced something called QROPS, an acronym for Qualifying Recognised Overseas Pension Schemes and was an approval process whereby HMRC would recognise a pension fund in another country and in appropriate circumstances allow a transfer of a UK qualifying pension scheme to that particular plan.

Since 2016, QROPS rules have changed and developed numerous times and a many of the original overseas retirement plans with QROPS status have now been removed from the HMRC approved list.

I am delighted to introduce you to Alexander Beard Group, an international financial services business formed 33 years ago in the UK and now spanning the world, head quartered in Cheshire with additional UK offices in the London and Yorkshire; our international offices are located in France, Netherlands, Canada, USA, Australia and South Africa.

Having successfully served Expats of many nationalities over our history and following the acquisition of Johannesburg based advisory business in February, we are now launching our long awaited SA Expat services.

We have offices in the UK, France, Netherlands, Canada, USA, Australia and South Africa.

After a successful career in South African financial services, I have relocated to Utah and recently been appointed as Business Development Manager for the group, specifically focusing upon services to South African Expats both here in the USA and for what you may need back home. A summary of our services is listed below:

Financial planning is a very personal matter. It is all about answering two key questions:

How would you like your future to look?
Are you on the right track?

We use a variety of approaches to ensure that your individual financial planning requirements are comprehensively met.

Financial Planning

With its Head Office on the outskirts of Chester, the Alexander Beard Group of Companies was founded by its current Executive Chairman, Paul Beard in 1987, as a Financial Advisory practice serving clients in the music and entertainment industry.

Since then the group has grown from a one-man business to 61 staff, Directors and Partners spread across 8 locations; Cheshire, Yorkshire and London in the UK; Den Bosch in the Netherlands, Lyon in France, Ottawa in Canada, Johannesburg, San Francisco and Perth in Australia.

Our Services

Individual Financial Planning