Financial advice in the UK
Set a Clear Path for Your Financial Future in the UK
When it comes to planning for the future, we believe a solid financial plan is the key. Whether you’re thinking about your retirement plan, planning a big move overseas, or navigating life’s major milestones, you’ll want to know that you’ll have enough money to live life the way you want.
At bdhSterling, our UK-based advisers specialise in UK–Australia cross-border financial planning. We work with clients living in the UK, moving between the UK and Australia, or managing assets across both jurisdictions. Alongside our team in Australia we can help you understand your financial position, plan effectively, and make informed decisions with complete peace of mind.
Whatever stage of life you’re in, and whatever your goals, we’re here in the UK to guide you.
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How our UK team can help...
Lifestyle Financial Planning in the UK
Real financial planning is about helping you live the life you want. Many of our clients want clarity around retirement – from maintaining their lifestyle, to travelling, to pursuing personal goals. Many also want a better understanding of the financial implications of retiring in the UK v’s Australia and how best to access their pensions or superannuation held in another country.
Using advanced cashflow modelling, we’ll map out your desired path in life and build a personalised cross-border financial strategy aligned with your goals.
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Investment advice in the UK
Managing investments across borders can be complex, especially if you’re living abroad, planning a move, or holding assets in multiple countries. That’s where our UK team can help.
We support:
- Australian expats living in the UK
- UK professionals planning a move to Australia
- Returning expats with pensions or assets overseas
- Internationally mobile clients with multi-country interests
Whether you’re investing in the UK with plans to relocate to Australia, or you’ve returned from Australia with superannuation or assets still overseas, we’ll help you navigate the tax, regulatory, and currency considerations that come with cross-border investing.
Our in-house investment committee will work with you to build a portfolio that suits your risk appetite, residency status, and future plans – giving you confidence that your investments are aligned with your global lifestyle.
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Inheritance & Estate Planning in the UK
If you want to leave a meaningful legacy, it’s essential to plan early – especially when your family or assets span multiple countries. Cross-border estate planning can be complex, with different tax rules, legal structures, and residency considerations. Our advisers can help you ensure your UK and Australian arrangements work seamlessly together.
We’ll advise on how to reduce the tax burden on your estate and ensure you have the right wills, trusts, and Power of Attorney in place. For expats or those with cross-border ties, we’ll ensure your estate planning aligns with both UK and Australian regulations.
London office
Address
Capitol Square
4-6 Church St, Epsom
KT17 4NR
United Kingdom
