Success Stories from International Clients
For many of our international students, moving to the UK brings financial confusion. The tax system is different from home, with rules that are hard to follow, and there’s constant worry about locking money into accounts they can’t access if they decide to return.
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That’s why we make sure our international students gain clarity on UK taxes, learn how to use the system to pay less taxes legally, and build a long-term strategy tailored to whether they want to stay in the UK or return home.
Vossco Nguyen optimized how he managed his savings internationally
Vossco is a traveler at heart. He has lived in Australia, now lives in the UK, and may well move again soon.
His international lifestyle brought unique challenges: different tax systems, old investments left behind, and the uncertainty of future moves made it hard for him to know how to build wealth with confidence.
His goal was clear: to make sense of his finances while living in the UK, and to set things up in a way that would keep working wherever life takes him next.
By working with us, he learned how to make the most of the UK’s tax advantaged accounts and how it could fit into a broader investment strategy.
He also optimized the retirement account he still holds in Australia, optimizing the investments inside it and clarifying how he can access or move that money in the future without unnecessary costs.
Rohan set out to maximize the tax benefits available in the UK
Rohan is originally from India and now lives in the UK. Adapting to a completely new financial system was not easy.
As for many others in his situation, the rules were different and unfamiliar, and it was hard to see how he could make the system work efficiently for him.
Even though he already had some basic knowledge of investing, he struggled to form a clear vision of how to structure his future.Â
Through our 1:1 Coaching Program, he learned how to make the most of UK opportunities—especially around tax-advantaged accounts and pensions—and explored strategies to build wealth in a structured, sustainable way.
Now, Rohan contributes regularly to a Stocks & Shares ISA and knows that when he changes jobs, he can transfer his workplace pension into a SIPP, lowering costs and choosing how to invest with confidence.
Ellen faced the challenge of bringing order to money spread worldwide
Ellen Wyles has been living in London for the past three years, but she is originally from Australia.Â
Over time, she had managed to build up a solid amount of savings, but she knew that, as things stood, she wasn’t managing them in the smartest way. She also held money in different currencies and countries, along with several pension pots from past jobs in multiple places.
She tried to look for information on her own, but her unique and complicated situation made it difficult to find all the answers she needed.Â
That’s why the 1:1 support of our Coaching Program was invaluable for her. Having someone who knew her situation and could guide her personally gave her the clarity she couldn’t find on her own.
With that support, she was able to streamline her budget, automate her savings, consolidate accounts across countries, and put in place a long-term wealth strategy that gave her both structure and peace of mind.
