Australian Expatriates Service

Australian Financial Planning Specialists in the UK

Living in the UK as an Australian expatriate brings with it a unique set of financial opportunities and challenges. From navigating the tax systems of two countries to managing pensions and investments across borders, the decisions you make today can have lasting implications on your future wealth and financial security.

Patterson-Mills specialise in helping Australians in the UK make the most of their overseas situation, with clear, structured advice that adapts to your life both now and in the years ahead. Our role is to help you make confident, informed decisions by simplifying complex regulations and building a cohesive financial strategy tailored to your goals, lifestyle, and circumstances.

Whether you have just arrived in the UK, have been here for years, or are planning a return to Australia, we will work closely with you to create a plan that brings clarity, reduces risk, enhances tax-efficiency, aligns with your long-term aspirations, and allows you to focus on what matters most.

Australian Flag on Beach

How We Help Australians in the UK

Australia–UK Tax Planning
Optimise your tax position with expert advice on residency, double taxation agreements and asset structuring between the UK and Australia.
UK Pensions & Superannuation
Get clarity on your UK pension and Australian super. We help you access, consolidate and align your retirement savings across jurisdictions.
International Investment Strategies
Build a globally aligned portfolio that reflects your residency, risk profile and long-term goals, while enhancing tax efficiency and minimising drag.
Property Planning
Understand the financial and tax implications of holding, selling or transferring UK or Australian property as an expatriate.
Inheritance & Estate Planning
Reduce inheritance tax exposure and structure your legacy effectively across both the UK and Australia with compliant strategies.
Returning to Australia
Exit the UK smoothly with forward planning for pensions, tax, investments and property. Avoid common pitfalls with specialist guidance.

A Clear Plan for Complex Situations

Patterson-Mills specialises in advising Australians living in the UK. Our team has worked with many Australian clients across a range of professions, life stages and financial backgrounds. With experience handling UK–Australia financial matters, we understand the challenges and opportunities unique to this international lifestyle.

Whether you are employed in the UK, planning to return home, or managing assets in both countries, we offer structured advice that brings all the moving parts together. Clients come to us when they want proactive, reliable answers from a team that understands their circumstances without needing lengthy explanations.

If you value clarity, efficiency and specialist knowledge built on real experience with Australians overseas, we would be pleased to assist you.

Who We Help

Professionals and executives
…employed by multinational companies based in the UK
Entrepreneurs and business owners
…with cross-border interests or business operations in the UK
Families
…seeking to protect and pass on their wealth
Individuals returning to Australia
…requiring strategic planning for their move home
Australians with UK pensions or property
…looking for local guidance and consolidation strategies
Long-term UK residents
…seeking clarity on dual-country tax and estate planning

Why Patterson-Mills?

If you are an Australian living in the UK, planning to return home, or managing finances across both countries, we are built to serve you. We understand the balance between opportunity and complexity that this lifestyle presents and we work with individuals who want clarity, direction and a long-term partnership they can trust.

Our advice is shaped around your circumstances, not ours. We are structured to support the unique financial goals of Australians overseas, providing integrated strategies that respect both UK and Australian systems. We help you move beyond the noise, focus on what matters, and act with confidence.

This is not about generic advice. It’s about making the complex manageable, with people who already understand your world.