FINANCIAL EXPERTS WITH INTEGRITY
Proctor Wealth Associates are committed to helping our clients reach their financial goals. We work with expats around the world to save and build their wealth to secure a more sustainable future.
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As we work independently, we represent over 60 different financial institutions who are specialists for expatriate investments ensuring that your investment is tax efficient, achieving a good return, and is safe & secure.
Get in touchTailored Financial Planning for Expatriates
Proctor Wealth Associates provide personalised financial planning to expatriates living and working all around the world. We are independent as we are not owned by a financial institution. Our financial planners work in conjunction within a fully regulated IFA network which has over £1 Billion under management and over 120 offices worldwide.
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News Stories
Pensions to Be Included in UK Inheritance Tax from April 2027: What You Need to Know
From April 2027, pensions will no longer be exempt from inheritance tax — a major shift that could leave your loved ones facing hefty tax bills unless you plan ahead. In this article, we explore how the changes work, the potential for double taxation, and practical strategies to help protect your family’s wealth.
Could the UK State Pension Age Rise Sooner Than Planned? What You Need to Know
The government has launched a new review that could see the state pension age rise to 68 sooner than expected—potentially forcing millions to rethink their retirement plans.
Inheritance Tax on UK Pensions: What’s Changing and What You Need to Know
From April 2027, unused UK pensions will no longer be shielded from inheritance tax—marking a major shift in estate planning that could significantly impact how and when you draw your retirement savings.