Trusting someone’s advice with your hard-earned international pension was a challenge. But then I met Darren. He is a totally trustworthy professional who has helped me transfer what I had into a UK tax efficient structure. Darren helped obtain favorable succession planning tax advice backed by counsel opinion and assisted with my repatriation to the UK.

Neil Stone-Wigg

CIO at Centaur Fund Services

I have been working with Darren for a number of years now, both as an expatriate and UK resident. He was part of my original asset / wealth management planning and was extremely helpful during my repatriation, spending a good deal of time to discuss, plan and help me complete the processes. He is able to communicate all relevant tax matters in an easy to understand but comprehensive manner and provide confidence and trust. I continue to talk things through with Darren and find it extremely helpful.

Craig Ireland (CA, CFA)

Retired

I was introduced to Darren a few of years ago to help plan for a gradual family move to the UK. Having ties to more than one country made for some interesting tax planning, and Darren helped simplify a complex subject into understandable steps. Understanding UK domicile and residency and the consequences of family gradually transitioning from the UAE to UK was vital. The correct investment structure and appropriate trust planning, especially with the UK transition from a domicile to residency basis of taxation, required bespoke planning. I am grateful to Darren for his expert and ongoing advice as I transition through various stages of family life. The planning provides for flexibility as I decide when and where to eventually settle, with tax efficiency and succession planning at its core.

Shaun Killa

Design Partner at Killa Design

When you move abroad and have a pension in the UK you are suddenly inundated with advice on moving it, but for something as critical as your life savings, and future financial security, who do you trust? After receiving numerous cold calls and emails I eventually decided I had to be proactive and decide for myself. Darren was recommended to me as someone who "knew his stuff“, a career professional with knowledge and understanding of cross border tax planning who could be trusted. I contacted him and he did a thorough review of my situation and expectations, and longer-term plans, before recommending how to structure my pension. He continues to take an active interest in my portfolio, reviewing it regularly with my investment advisor. As I approach retirement and consider returning to the UK we have had some initial discussions on further tax planning as well as how I might approach longer term estate planning, thinking about the whole family. Some of the decisions are complex and require detailed knowledge of the rules and regulations, getting them wrong can have severe consequences. I trust Darren to have my best interests at heart and appreciate the advice he offers.

Nich Guthrie

Senior Portfolio Forecasting Advisor at Boehringer Ingelheim

Darren was extremely helpful in advising and arranging my financial and retirement planning as an expat living in Dubai. With Darren’s help we were able to successfully navigate the relevant legislation, especially when transitioning funds and repatriating to the UK. I would not hesitate in recommending Darren for his integrity, service ethic and competent financial advice for expats outside of the UK.

Richard Barclay

Business Leader, Restaurants, Events and Hospitality

Darren and his team provided me with invaluable advice and inputs when planning for a UK repatriation after 30 years of overseas employment in the Energy Industry in various parts of the world including Europe, the Middle East and SE Asia. Big decisions around pensions, tax, domicile and lifestyle can throw up a vast range of complex scenarios and Darren is supremely capable at helping clients to visualise a manageable number of alternative choices and weigh up the pros and cons of each, set alongside some of the uncertainties that include family footprint, investment risk appetite, outlook for health and happiness and the transition from full time work to retirement. In summary, I would fully recommend engaging with Darren to share your circumstances together with questions around potential opportunities and dilemmas as you consider UK repatriation in the years to come.

Mark

Recently Retired to the UK