Lifestyle Planning

Leap into the life you want with our independent international financial advice.

Covering everything from inheritance tax to trusts, education fees and insurance.

Lifestyle Planning


Contemplating your children’s international education? Worrying about retirement or transferring your wealth to the next generation? Anxious to ensure that your loved ones are protected, whatever happens to you? Thinking about returning to the UK or moving to another location abroad?

Encompassing every element of lifestyle planning – from education fees and inheritance tax to insurance, repatriation and retirement – our experienced IFAs specialise in world-class advice for international professionals like you.

Delving into your dreams and taking the time to understand your goals, we’ll help you plan for the short, medium and long term – whatever bends in the road lie ahead.

Why Choose Us?

We take a holistic, long-term approach to protecting and growing your wealth, with regular meetings to discuss changes in your circumstances and the market – our overarching goal is to ensure that your money keeps working for you, year on year.

The Smart Choice
Lawsons Wealth
Why Choose Us?

How We Help

Education Fee Planning

As an international professional, you’re uniquely positioned to give your children an international education – then watch them reach for the stars.

But have you considered?

  • The fact that you may need to pay international student rates for universities – and that international education fees are rising sharply too
  • Dedicated savings or investment plans – including capital, regular and combined plans

From primary through to university, our expert IFAs will help you put a plan in place to cover education fees and secure their future.

Health, Life & Income Insurance

Nobody can predict when life will take an unexpected turn.

But with the right insurance policies, you’ll protect yourself, your wealth and your loved ones – whatever fate throws your way.

Our team of expert advisers will guide you through your options, including:

  • Income protection insurance – protecting your wealth in the event that you’re unable to work due to illness or unemployment
  • Life insurance – be confident that your loved ones are protected financially when you’re no longer around
  • Critical illness cover – giving you the peace of mind that you’re covered if the worst happens

Inheritance Tax Planning

Searching for the peace of mind that comes with knowing that your loved ones will inherit your wealth?

Inheritance tax law is complex. Even if you’ve left the UK, owning a house there could mean you’re still liable. Remember too that HMRC can access up to 7 years of your finances.

Our expert advisers help you:

  • Take a holistic approach to plan effectively and efficiently with appropriate documentation
  • Optimise the amount you pass to your loved ones
  • Ensure they receive it quickly and efficiently

When it comes to inheritance tax, it’s always best to seek independent advice. Talk to our team to find out more about how we’ll help you pass your wealth to those you love seamlessly.


Thinking of moving back to the UK after a long time overseas?

Have you considered?

  • Your new tax status
  • Offshore investments
  • Closing bank accounts
  • Selling property
  • Health and life insurance

With our holistic, personalised approach, we’ll ensure you plan for this huge move efficiently and effectively – helping you settle seamlessly into your new life.

Retirement Planning

Dreaming of retiring early?

Life expectancy is rising. As are retirement ages.

Planning your retirement thoroughly is essential – especially if you’re a international professional.

In reality, most people need at least 25 years’ savings. To guarantee your financial freedom when you retire, you need to start planning now.

Taking a big picture approach, our team of independent experts help you plan, manage and review all your investments. Our service also covers:

  • Pension reviews
  • Pension transfer options

As a result, we give you the confidence that you’ll meet your retirement goals.

Trust Planning & Wills

Notoriously complex, trusts are a brilliant way of passing your assets to a beneficiary (a loved one or a charity, for example).

What’s more, as an expat or international professional, you may need a will for every jurisdiction in which you hold assets.

The thought that one day you’ll be gone is never a comfortable one. But with the advice of our IFAs, you’ll:

  • Have peace of mind that your loved ones won’t be subjected to delays or account freezes
  • Discover the freedom to focus on enjoying your life

How We Do It

When it comes to planning your financial future, we’re with you for the long term. We start by delving into your dreams and developing a holistic understanding of what’s important to you. Then, using our experience and expertise, we devise a detailed plan to protect and grow your wealth. And as our relationship and your goals evolve, we aim to ensure that you continue to prosper. Year after year.

The Smart Choice
Lawsons Wealth
How We Do It

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We’d love to tell you how our expert financial advice and wealth management solutions will help
you plan, protect, grow and prosper – giving you the freedom to live the life you want.

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