The Importance of Intergenerational Wealth Transfer

In today's evolving economic landscape, where longevity and financial complexities [...]

By CBFP|2025-03-16T23:58:09+00:00March 16, 2025|Cross Border Financial Planning, Intergenerational Wealth Transfer, Transferring Money Overseas|0 Comments

Exciting News for Cross Border Financial Planning!

We are incredibly proud and humbled to announce that Cross [...]

By CBFP|2024-12-12T01:36:14+00:00December 12, 2024|Citywealth Magic Circle Awards 2025, Cross Border Financial Planning|0 Comments

Drawing Tax-Free Cash from a UK Pension

Drawing Tax-Free Cash from a UK Pension: Benefits, Drawbacks and [...]

By CBFP|2024-11-06T05:45:49+00:00October 11, 2024|2024 Autumn Budget, Cross Border Financial Planning, Expatriates, Pensions, Tax-Free Cash|0 Comments

Mental Health and Money

It is Mental Health Month this May, and an opportunity [...]

By CBFP|2024-05-20T15:25:00+01:00May 20, 2024|Cross Border Financial Planning, Mental Health & Money|0 Comments

Retiring in the USA: Key Considerations for UK Pension Holders

Planning on retiring in the USA? It is common [...]

By CBFP|2024-03-19T15:51:31+00:00March 6, 2024|Cross Border Financial Planning, Expatriates, Retirement Planning, Retiring Abroad, USA/UK|0 Comments

Investing in the UK: A Guide For US Connected Individuals

For Americans living in the UK who want to start [...]

By CBFP|2024-03-19T15:52:07+00:00February 1, 2024|Cross Border Financial Planning, Expatriates, Investments|2 Comments

Retirement in Australia- Cross Border Financial Planning – The Telegraph

The Financial Implications of Retiring in Australia. Cross Border Financial [...]

By cbfp_|2024-03-19T16:27:36+00:00August 24, 2021|Australia/UK, Cross Border Financial Planning, Retirement Planning, Retiring Abroad|1 Comment

Flexi-Access Drawdown Pensions for Non-UK residents

Cross Border Financial Planning recognises that accessing money from your [...]

By cbfp_|2024-03-19T15:53:05+00:00January 14, 2021|Cross Border Financial Planning, Pension accessibility, Retirement Planning|1 Comment

Expat Investment Problems

For many years I have been advising expats and their [...]

By cbfp_|2024-03-19T15:53:34+00:00June 10, 2020|Cross Border Financial Planning, Expatriates, Investments|1 Comment

What’s the Difference: Personal Pension vs SIPP

When it comes to managing your UK pensions and preparing [...]

By cbfp_|2024-03-19T15:54:44+00:00July 22, 2019|Cross Border Financial Planning, Pensions, Self-Invested Personal Pensions|1 Comment

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Business Cyber Centre, Unit 7, Greenways Business Park, Bellinger Close, Chippenham, SN15 1BN, United Kingdom

tel: +44 (0) 1249 400099

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Address

Business Cyber Centre – Unit 7 – Greenways Business Park – Bellinger Close – Chippenham – SN15 1BN – United Kingdom

Phone

+44 (0) 1249 400099

Cross Border Financial Planning is a trading style of CBFP UK Ltd, which is authorised and regulated by the Financial Conduct Authority No. 985143
Office Address: Unit 7, Business Cyber Centre, Greenways Business Park, Bellinger Close, Chippenham, Wiltshire, SN15 1BN
Registered Office: Business Cyber Centre, Bellinger Close, Chippenham, England, SN15 1BN Registered in England No. 14222982

The Financial Conduct Authority does not regulate Will, Estate, Tax and cashflow planning.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.

To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

The Financial Conduct Authority does not regulate Will, Estate, Tax and cashflow planning.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.

To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk