Putting you in touch with the right people.
PLU have established a range of trusted, long-standing partnerships with global tax specialists, lawyers and accountants ensuring that we can service all your financial planning needs both now and in the future.
Contact Us Today to Understand How We Can Help
In the intricate landscape of financial reporting and regulation, seeking advice from diverse specialists is crucial. As our international clients often face multiple tax systems and legal frameworks, at PLU we collaborate with our expert partners. This collaborative and comprehensive approach ensures all corners of your financial and tax planning needs are met.
We simplify the financial consultation process by connecting clients with specialists offering suitable services based on their circumstances and country of residence.
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Our Partner Services
Our tax advisory partners use their cross-border knowledge to help you understand and mitigate your tax positions in all jurisdictions that you are exposed to both now and the future.
In addition to Accountants in your country of residence we also have close ties with accountancy practices that are authorised to practise by the Institute of Chartered Accountants in England and Wales.
Intergenerational planning often forms a large part of our clients fully bespoke financial plan, particularly those whose beneficiaries reside in jurisdictions different from theirs. Our team work closely with an established network of international specialists in this area. This collaborative approach enables us to effectively address multi-jurisdictional estate planning and will matters. Our primary goal is to ensure a smooth and tax-efficient transition of your wealth to your loved ones, providing reassurance as you plan for the future.
Our legal partners specialise in international property and related tax matters. Together, we expertly handle transactions, probate, tax returns, double taxation and will drafting. Our dedicated specialists ensure a secure acquisition of good title and a seamless transition of assets to the rightful beneficiary in the future.
Achieve your goals in 4 simple steps
Contact us via phone, email, or our website. Our team ensures personalised service, matching you with a dedicated adviser for comprehensive financial guidance.
Following your free consultation, we will prepare a financial plan aligned with your profile and goals. Every part of the process will be easy to understand and fees will be fully explained.
At Your Service
Welcome to PLU
We will deliver an excellent and professional service for the long-term. Your adviser will provide continuous support, updates and regular reviews so your plan stays aligned to your goals.
Nexus Global has members across the world and carries regulatory licences in the EU, UK, USA and the rest of the world. They provide us with strong back-office and compliance support, meaning that the advice our clients receive stands up to EU levels of scrutiny and resolution.
We feel that this extra layer of protection provides increased confidence to our clients. Nexus Global has approximately 30 member firms, with the main focus being in Europe. They have a back-office team of over 20 people who support us on a daily basis, allowing us to place our focus on you.
Providing a comprehensive approach to managing your finances. Forming strong, lasting relationships that help you achieve your goals and financial wellbeing.
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.
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.
Understanding your financial situation and how that impacts your tax liabilities is central to the advice and tax planning services that we deliver.
We proudly provide continued support and advice to our clients, wherever they are in the world, to ensure that their assets are protected.