UK Pension Alert: Important EU Update. See Details

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Living in the EU? Important UK State Pension Changes Ahead. Find Out More Here

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Leading the Change

An Advisor's Guide to the Future of European Wealth

August 2025

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A Must-Read for Ambitious Financial Professionals

  • Independent Financial Advisors (IFAs), Financial Advisors (FAs), Wealth Managers, Wealth Management Advisors and Portfolio Managers and Investment Advisors in Europe (especially the EU & Switzerland) and the United States
  • Established advisors seeking cross-border solutions for high-net-worth clients
  • Professionals interested in global wealth structuring, tax efficiency, and estate planning
  • Advisory firms looking to expand networks and gain insight into international private client services
  • Family Offices, Private Family Offices
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What You Will Learn

  • Key Market Dynamics: An in-depth analysis of the major trends, data, and migration patterns currently shaping European private wealth.
  • The Independent Advantage: Understand the core reasons why successful advisors are moving away from traditional models and the opportunities this creates.
  • A Platform Built for Growth: Discover how PCC’s operating model, products, and portfolio support are specifically designed for the ambitious independent advisor.
  • Future-Proofing Your Practice: Gain insights into the skills, strategies, and tools that will define the leading financial advisor of tomorrow.
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About Private Client Consutlancy

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At PCC Wealth, our mission is to empower independent financial advisors by providing a robust platform for sophisticated, cross-border solutions.

Leveraging deep expertise across 29 jurisdictions, we act as a true ally to our partners, delivering the comprehensive support and tailored strategies needed to elevate your practice.

We are committed to providing the framework you need to ensure your clients’ success and peace of mind.

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UK State Pension update for EU residents

From April 2026, the rules around voluntary National Insurance contributions for people living outside the UK are changing.

If you live in the EU and expect to rely on the UK State Pension, it may be worth reviewing your position while current options remain available.

Read More About The April 2026 Changes Here
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