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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White Paper

Beyond Independance

An Advisor's Guide to Private Wealth Strategies in the EU

August 2025

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Beyond Independance White Paper

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

  • Private Wealth Strategies in the EU: Insights into structuring, compliance, and opportunities in European jurisdictions
  • Innovative Wealth Planning Models: How PCC’s approach supports tax-efficient, secure, and client-centric solutions
  • Global Network Advantages: Access to an international platform that strengthens client offerings across borders
  • Practical Applications: Real-world considerations for advisors helping clients with multi-jurisdictional wealth and succession planning
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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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