Our Clients Are As Individual As Our Advice

At Partners Like Us, our mission is to provide clear, tailored and trustworthy financial advice.

Whether addressing straightforward needs like pension planning or navigating intricate cross-border financial complexities, our advisers ensure your best interests are always at the heart of what we do.

Leveraging trusted partnerships with global tax specialists, lawyers and accountants, we deliver comprehensive solutions that address both immediate and future financial objectives. From planning your perfect retirement to navigating international financial challenges, Partners Like Us is here to guide and support you through life’s financial journey.

Whatever your situation, we are here to help. Below are examples of how we’ve provided value to our clients:

01.

Strategic Financial Planning for a Family in Spain

Mike, a long-term resident of Madrid, required comprehensive financial advice to manage significant cross-border wealth. With plans to reduce working hours and potentially relocate internationally with their family, they needed a strategy that addressed current tax obligations, future income and the efficient distribution of assets from a UK-based discretionary trust.

Challenges: Optimising trust distributions, mitigating wealth tax, planning income streams and cross-border family transfers.

Approach: Trust distribution strategies, tax-efficient business restructuring and collaboration with Spanish tax experts.

Outcome: Significant tax savings, optimised income and wealth distribution plans.

02.

Transitioning a UK Business Owner to Retirement in Portugal

Stuart and Lisa are successful UK-based business owners, they needed advice as they planned to retire and relocate to Portugal permanently. Their aim was to benefit from Portugal’s Non-Habitual Residency (NHR) regime while minimising their tax liabilities on business, pensions and investments during retirement.

Challenges: Securing NHR benefits, aligning investments, restructuring business and planning pensions.

Approach: Coordinated applications for NHR, pension transfers and investment structuring aligned with Portuguese laws.

Outcome: The client enjoys a tax-efficient retirement, complying with UK and Portuguese regulations.

03.

Estate Planning for Retired Business Owners in France

Alex and Charlotte are a retired couple residing in France who required our support to optimise the management of their diverse assets and address estate planning challenges. They own a large vineyard in Bordeaux through a UK business, hold substantial offshore assets, in France and South Africa, and were navigating the complexities of a second marriage with children from previous relationships.

Challenges: Tax risks under French succession laws, inefficient pension withdrawals and upcoming legislative changes.

Approach: Insurance contracts, legal clauses to override Napoleonic laws and coordinated cross-border planning.

Outcome: Significant lifetime tax savings and estate protection aligned with the clients’ wishes.

04.

Proactive Cross-Border Pension Planning in Portugal

We supported a long-standing British working client residing in Portugal under the Non-Habitual Resident (NHR) regime with ongoing cross-border pension and tax planning. Following previous advice around a pension transfer, we later reviewed his arrangements in light of changes to Portuguese pension taxation, evolving case law, UK Long-Term Residency rules and upcoming UK pension inheritance tax changes.

Challenges: Managing changing residency, pension and inheritance tax rules across multiple jurisdictions.

Approach: Coordinating accountants, lawyers and tax advisers to deliver flexible cross-border planning.

Outcome: A future-proof strategy adaptable across Portugal, the UK and Spain.

Success Metrics

Tax Optimisation: Across jurisdictions, clients benefit from structured approaches reducing income tax, inheritance tax (IHT) and wealth tax liabilities.
Regulatory Compliance: By leveraging local and international specialists, Partners Like Us ensures compliance with evolving tax and residency laws.
Estate Protection: Our team implement strategies to structure wealth appropriately, always prioritising family-focused planning to safeguard multi-jurisdictional wealth.

Why Partners Like Us Stands Out

Tailored Advice: Solutions designed to fit unique financial circumstances.
Global Network: Access to trusted tax, legal and financial partners.
Proactive Strategies: Anticipation of legislative changes to future-proof client wealth.

This case study portfolio demonstrates Partners Like Us’ ability to provide guidance in navigating complex financial landscapes, supporting clients in managing their wealth and achieving financial objectives across jurisdictions. These case studies are provided as illustrative examples and do not guarantee specific outcomes or performance.

Client Charter

Excellent customer service and our clients’ priorities are central to everything we do.

All communications will be easy to understand and jargon free.

Finding the right solutions that meet your goals is our top priority.

The costs of any products recommended will be fully and clearly outlined.

Any recommended products will be regulated and signed off by the compliance team.

By working together, we will simplify the management and control of your finances.

We will listen, learn and improve from any feedback we receive.

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Where Next?

Wealth Management

Providing a comprehensive approach to managing your finances. Forming strong, lasting relationships that help you achieve your goals and financial wellbeing.

Pension Advice

Your best interests are our priority. Our advice on your pension will be clear, trustworthy and jargon-free, ensuring that what is best for you is central to what we do.

International Financial Planning

Supporting our clients, wherever they may be. If you’re living abroad, our team will be there to aid you at every turn.

Retirement Planning

Putting your retirement needs first. A key part of retirement is being able to relax and enjoy the fruits of your labour.

Inheritance and Succession

When it comes to inheritance and succession planning, it’s vital to have a clear understanding of the laws and legislation that impact your wealth, which is where our experts can help.

Tax Planning

Understanding your financial situation and how that impacts your tax liabilities is central to the advice and tax planning services that we deliver.

Repatriation Services

We proudly provide continued support and advice to our clients, wherever they are in the world, to ensure that their assets are protected.

Talk to an Adviser

Contact our advisers today for trusted professional advice.