Holborn Assets UK

Financial Planning

With a number of products and services available, there’s not a ‘one size fits all’ solution. That’s why Holborn’s financial planners work with our clients to understand their individual circumstances to create a bespoke and comprehensive financial plan.

Get financial advice

Financial planning is not just finding the right plan to suit your needs, it’s about setting realistic goals to meet your financial goals.

Whether it’s saving for your child’s education or building a savings pot for your retirement, our experts are on hand to guide you through the process.

Our areas of expertise

Expatriate Financial Planning

Expatriate Financial Planning

Planning your finances as an expat revolves around getting your finances in order both at home and abroad.
Tax Saving

Tax Saving

Foreign pension incomes receive special tax treatment in Cyprus, and most UK pensions are taxable solely in Cyprus, making it a very attractive location for expats.
Trusts & Gifting

Trusts & Gifting

A trust is a legal agreement that expands your options for managing assets. Assets held in a trust are managed by a 3rd party and can be accessed by the trustee and by the elected beneficiary(s).

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