Cross-Border Wealth Strategies

Strategic Guidance for Globally Connected Wealth

We help you plan with clarity across borders and currencies. Whether you’re a UK national living in the US, an American with overseas assets, or part of a globally mobile family, we provide the structure and guidance to align your financial life across jurisdictions. Our goal is simple – to help you avoid costly missteps and make confident, well-informed decisions wherever life takes you.

Global Perspective, Personal Strategy

Cross-border planning isn’t about complexity for its own sake – it’s about understanding how regulations, taxes, and planning tools differ across countries and how those differences affect your financial picture. At BlackPoint Capital Partners, we bring clarity to international considerations and integrate them into your broader financial plan. Our experience with UK pensions, dual-tax issues, and global investment structuring allows us to support your goals with both precision and care.

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What We Help With

Our cross-border planning services are tailored to the needs of internationally connected families and individuals. Common areas of focus include:

  • Americans living abroad
  • UK pension transfers (SIPP and QROPS)
  • US-UK tax planning and account alignment
  • Multi-currency portfolio structuring
  • Repatriation planning
  • Coordination with cross-border legal and tax professionals
  • Asset protection and estate strategies across jurisdictions
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What You Can Expect

We bring structure to international wealth challenges by aligning your international assets into one clear plan. You’ll work with a dedicated advisor who understands both sides of the equation – one who will help you navigate evolving regulations, make informed tradeoffs, and maintain long-term financial clarity even as your circumstances change.

Who We Work With

We advise individuals and families navigating complex financial lives across multiple countries. Many of our clients are UK nationals living in the US, American citizens with international investments, or globally mobile professionals seeking integrated planning across jurisdictions. Whether you’re managing a UK pension, planning a return to the UK, or building a life abroad, we help align your cross-border strategy with your long-term financial goals.

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Let’s Build the Right Structure for Where You Are

If your wealth crosses borders, your financial plan should too. Let’s explore how we can help you create alignment across your global financial life.

Talk to an Advisor