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UK / Ireland Wealth Planning

Strategic wealth planning across the United Kingdom and Ireland

Davy Group provides bespoke wealth management, tailored to the unique financial landscapes of Ireland and the United Kingdom. With deep local insight and global expertise, we help individuals, families and businesses protect and grow their wealth with confidence.

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At Davy, we provide specialist advice for clients with UK and Irish wealth management needs, offering comprehensive financial planning and tax-efficient investment strategies to help you achieve your long-term financial goals.

Whether you’re navigating the complexities of international pension transfers, UK and Irish succession tax regimes, or global investment strategies, our wealth managers have the expertise to advise you through every step.

Our dedicated teams are based in our London, Belfast and Dublin offices and can provide coordinated advice on this specialist area of financial planning. Our platform is built to support the unique international profiles of our clients, and we can provide access to investment solutions in both euro and sterling, as well as coordinating the transfer of investment assets across jurisdictions.

Who we work with

UK clients planning a future move to Ireland who need wealth management advice.

Irish nationals living in the UK: Long-term residents and those returning to Ireland.

Clients who have worked in either jurisdiction looking for advice on investments for current tax residence.

Tax planning

In the UK, your tax status is determined by residency.

In Ireland, your tax status is determined by residency, ordinary residency and domicile, and depending on your combination of these key factors, your Irish tax obligations will vary.

Understanding your tax position is essential for:

  • Investment structuring and the suitability of investments from a tax and risk perspective
  • Pension planning and the best pension structuring for your financial goals
  • Estate planning and the interaction of UK’s Inheritance Tax regime and Ireland’s Capital Acquisitions Tax

How we help you

Navigating financial planning across the UK and Irish tax regimes can be complex. We work with you and your tax professionals to deliver a bespoke financial plan, with tailored investment solutions that align with your unique circumstances.

This personalised approach provides a comprehensive view of your financial situation, defines measurable goals, outlines actionable steps, and offers tailored investment solutions.

Navigating tax residence, domicile and cross-border complexities

Understanding your tax obligations in the UK and Ireland can be challenging - especially when residence, domicile, and international assets are involved. We have advisers based in both jurisdictions and can collaborate with your tax professionals to help you understand key tax identifiers, risks and planning opportunities.

Cross border considerations, women holding a tablet in an office

Tailored investment solutions

Our platform offers access to a broad range of traditional and alternative investments across multiple currencies and asset classes. Whether you’re seeking global diversification or specific regional exposure, our solutions are designed to meet the needs of internationally minded investors.

Pension Consolidation, man on a train looking out the window

Goal-oriented retirement planning

While Ireland offers attractive lifestyle benefits for retirees, building a pension locally may not be the most tax-efficient strategy for foreign nationals or those with pension funds situated in the UK.

Post retirement, retired couple looking at sunset

Strategic succession planning

Navigating the complexities of succession planning requires a strategic approach that accounts for diverse tax regimes, as the UK and Ireland’s succession regimes are materially different. We work closely with your trusted tax professionals to ensure your estate plan is structured to support tax efficiency and preserve wealth across generations and jurisdictions.

Business sucession planning image of two people in a meeting

Key Davy Contacts

Source: *NI Voice of Client Survey 2025

We’re ready to help you invest for a better future.

Your financial future starts with a conversation.

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Keeping you safe

Incidents of fraud and cybercrime are increasing with scams becoming more sophisticated and harder to identify. Fraudsters are continuously coming up with new ways to try to illegally access personal and financial information, often by convincing people that they are dealing with a company they know. Visit our security centre to learn more about the types of scams to be aware of, what to do if you’re the victim of fraud and ways to protect yourself.

Security centre

Our wealth management service may include guidance or information in relation to your pension, retirement needs, life assurance, income policies, other investments, or succession planning. Information on this website is not investment advice as it does not take into account the investment objectives, knowledge and experience or financial situation of any particular person. Prospective investors should make their own assessment of the information and obtain advice suitable to their own individual circumstances. Wealth management & financial planning may include general guidance or information on tax and estate planning. Please note we do not provide tax or legal advice, nor accept liability for it. We recommend that you consider seeking tax and legal advice from professionals, with whom we are happy to engage. 

We search the globe to identify world-class investment managers across a range of assets including equities, bonds, alternative investments, private equity and property for our clients’ portfolios.

All data correct as at November 2025. The ‘Voice of the Client’ survey was conducted in 2025 with a large representative sample of the Davy UK base.