UK Expatriates
Service

With a foundation in UK financial expertise and a local presence in Switzerland, we provide bespoke financial solutions tailored to your needs. Whether you are settling in Switzerland or planning to return to the UK in the future, we offer stand-out continuity and comprehensive solutions.

UK Pensions

UK Expatriates
Service

With a foundation in UK financial expertise and a local presence in Switzerland, we provide bespoke financial solutions tailored to your needs. Whether you are settling in Switzerland or planning to return to the UK in the future, we offer stand-out continuity and comprehensive solutions.

Your Trusted Partner for UK and Swiss Financial Success

We bridge the gap between the UK and Swiss financial landscapes, offering bespoke solutions tailored to the unique needs of UK expatriates.

Our team combines deep knowledge of UK and Swiss financial systems to provide expert guidance on everything from pension transfers to tax planning and wealth management. 

With a commitment to transparency, professionalism, and personalised service that keeps you at the centre, we help you navigate complex financial planning, ensuring your wealth is optimised and protected for the future.

If you are looking for clarity, confidence and peace of mind, get in touch today.

Swiss & UK Expertise

Living in Switzerland brings unique financial considerations. Our local expertise includes Swiss and cross-border tax optimisation, retirement planning, pension planning, insurance and estate planning, wealth management and more.

Wealth Management

Access investment opportunities that leverage our UK and international market knowledge whilst remaining appropriately aligned to you.

Property Planning

Whether you are managing UK-based property or planning to buy or invest in the Swiss market, Patterson Mills provides the expert guidance you need.

Swiss & UK Tax Planning

Navigate the complexities of UK and Swiss tax obligations as an expat, including income tax, dividend tax, inheritance tax, and capital gains tax and more.

Returning to the UK

If you plan to return to the UK, Patterson Mills provides you with a seamless transition, assisting with pension repatriation, tax residency complications, estate planning and more.

UK Pension Transfers

Transferring your UK pension can be complex, but our experience ensures you have as smooth a process as possible. We help with Qualifying Recognised Overseas Pension Schemes (QROPS), International SIPPs, Qualifying Non-UK Pension Schemes (QNUPS), Recognised Non-UK Pension Scheme (RNUKS), Offshore Bonds and more.

A Service as Unique as Our Clients

The complexities of the financial world can seem intimidating. With the myriad of differing tax rules, investment regulations, and more, it can be extremely challenging to know whether or not your money is working as efficiently as possible for you.

This is where we come in.

With our specialist advice service tailored to UK expatriates and UK roots, we are well versed in the differing types of solutions relevant to your circumstances.

There is no one-size-fits-all solution. However, being completely independent, we have ensured that our access to the entire market enables us to service Clients in a way that is just as unique as them.

To find out what you may be missing, get in touch. You have nothing to lose and potentially much to gain.

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