Find Your Freedom

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Secure your future wherever you are today

We work closely with you to understand your circumstances and priorities, then create a clear, effective financial plan for you - enabling you to make key life choices on your own terms, without compromise; from funding your children's education, to having the means to step back from work when you choose to.

Secure Your Financial Freedom

Grow Your Wealth

M Wealth

Successfully increase and pass on your wealth

Our award winning team can help you to grow your wealth and protect it as you pass it on to your loved ones. Combining our investment, estate and inheritance planning expertise with personal high touch service, our international advisors provide continuity of advice and support wherever you are in the world.

Grow and Protect Your Wealth

Optimise Your Pension

M Pensions

Maximise your pension income and benefits

Our understanding of Swiss, UK, and international pensions, enables us to provide you with clarity and simplicity - delivering the right solution for you, wherever in the world you are, and wherever you choose to retire. Our award winning 'Next Generation' pension investment strategies are designed and managed by Morningstar, the world’s largest fund analytics company.

UK Pension Transfers Swiss Pension Transfers

Forth Capital provides award winning international financial planning advice and pension solutions, from dual qualified advisors authorised and regulated in Switzerland, the UK, the EU, Australia, the US, and Hong Kong.

With offices across four continents, our expertise and international licenses enable us to provide the right cross-border financial solutions wherever you are in the world.

Why Forth Capital?

Winners at the 2024 International Investor Awards, for 'Excellence in Advisory Best Practice', and rated ‘Excellent’ by our clients on Trustpilot, our dual-qualified advisors provide continuity of advice and exceptional service wherever you are in the world, and wherever you choose to go next.

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More about Forth Capital

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Our Advisors

Our international advisors provide continuity of advice and support wherever you are in the world.

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Explore the latest roles available in each of Forth Capital's international offices.

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Find out more about our commitment to making a positive impact.

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With offices in four continents, we provide continuity of advice wherever you are in the world.

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E-Guides

Download any of our free E‑Guides to get valuable insights into a range of financial, retirement, and estate planning topics and solutions that we would be delighted to discuss further with you.

View all our E-Guides

Guide to Swiss Pensions when leaving Switzerland

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On leaving Switzerland, it’s important to realise the potential of the pension assets generated whilst you were resident there. Read More

Guide to Estate and Inheritance Tax Planning

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Helping you understand how to pass on your wealth to your loved ones in the most tax efficient way possible. Read More

Guide to Repatriating to the UK

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An invaluable guide to the planning and wider considerations involved when returning home from abroad - to ensure that your transition is as smooth as possible. Read More

Guide to UK Pension Transfers

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Understanding all your pension transfer options will help you to maximise your retirement income and benefits. Read More

Latest

If you're planning to leave Switzerland, what is your plan for your Swiss pensions?

News | by Stephen Kiggins
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Many expats are not aware that if they leave Switzerland they can have their Swiss pension assets refunded or transferred, enabling them to manage and optimise their growth.
Read More

Are You Retirement Ready?

News | by Stephen Kiggins
Forth Capital Find Out if You Are Retirement Ready
Planning for retirement can seem like a daunting task. But the earlier you start planning for this important stage of life the better, as it will greatly improve the likelihood of you enjoying the lifestyle you truly want – and importantly it will also help you to stop worrying about the future, enabling you to live in the moment safe in the knowledge that tomorrow is taken care of.
Read More

Budget changes mean that your pension assets could be subject to an effective tax rate of up to 67%

Insight | by Stephen Kiggins
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From April 2027 money left in your pension will be included in your estate for IHT calculations, which means that 40% could go to the Treasury rather than your loved ones. Moreover, if the beneficiary is a top rate taxpayer then the funds would effectively be subject to a tax rate of 67%.
Read More
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