Book a Meeting

Book a Meeting 

deVere is home to a collection of specialist advisers who can assist you in a wide variety of areas. Below you can browse and book into any of the introductory meetings we offer.

All meetings are designed to be educational with the objective of providing you with the necessary knowledge to make informed financial decisions.

Family Financial Planning

  • Short/medium-term goal planning
  • Pensions
  • Estate planning
  • Insurance – Life & critical illness

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Property Investment

  • Purchasing property in Europe
  • Expat lending & mortgaging
  • Taxes & government schemes
  • Currency

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Estate Planning

  • Inheritance tax limits
  • Ways to reduce Inheritance Tax bills
  • Making a will as an expatriate
  • Intestacy rules & the power of attorney

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The Basics of Financial Planning

  • Building an emergency fund
  • Debt management
  • Growing your savings
  • Diversifying your assets
  • Protecting your assets

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Retirement Planning

  • Pension access, flexibility & options
  • Paying into your UK state pension from abroad
  • Taxes on your retirement income
  • Cutting down your currency risk

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Retiring Abroad

  • Pension access, flexibility & options
  • Paying into your UK state pension from abroad
  • Taxes on your retirement income
  • Cutting down your currency risk

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The Basics of Financial Planning

  • Investment vehicles
  • Lump-sum investing 
  • Regular contribution investing
  • Stocks
  • Mutual funds
  • Fixed income products

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Citizenship by Investment

  • Getting a second passport
  • Saving millions in tax
  • Safety for your family
  • Ability to conduct business and travel without visas

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UK Pension Analysis

  • Track down lost UK pensions 
  • Receive educational session on your pension
  • Create a suitability report
  • Make informed decisions with your pension

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