The Haggis Methodology
Wealth Solutions for
Expatriate Life.
Whether you are planning for retirement, protecting your family, or optimizing your tax position, our expertise is built for the international professional.
UK Pension Transfers (UAE)
Bespoke strategies for British expats. We optimize frozen UK workplace pensions, DB schemes, and SIPPs for maximum long-term efficiency.
What we provide
Modern DB/SIPP Analysis
Deep analysis and strategic alignment with global standards.
International Portability
Deep analysis and strategic alignment with global standards.
Currency Optimization (USD/GBP)
Deep analysis and strategic alignment with global standards.
Clear Fee Reporting
Deep analysis and strategic alignment with global standards.
Case Study Relevance
Typically, our clients in this area see a 20-30% reduction in underlying product fees and improved clarity on their future tax liabilities when returning to Europe or the UK.
Book a strategy session for UK Pension Transfers (UAE)Expat Wills Dubai & UAE
Ensuring your legacy is protected. We assist with DIFC, ADJD, and Abu Dhabi Wills to provide total peace of mind.
What we provide
DIFC Common Law Protection
Deep analysis and strategic alignment with global standards.
ADJD Civil Wills
Deep analysis and strategic alignment with global standards.
Guardianship Provision
Deep analysis and strategic alignment with global standards.
Arabic Translation Services
Deep analysis and strategic alignment with global standards.
Case Study Relevance
Typically, our clients in this area see a 20-30% reduction in underlying product fees and improved clarity on their future tax liabilities when returning to Europe or the UK.
Book a strategy session for Expat Wills Dubai & UAEWealth Management
Growth-oriented investment strategies using high-quality global ETFs. We build resilient, portable portfolios.
What we provide
Global ETF Portfolios
Deep analysis and strategic alignment with global standards.
Risk-Aligned Profiling
Deep analysis and strategic alignment with global standards.
Strategic Rebalancing
Deep analysis and strategic alignment with global standards.
Offshore Efficiency
Deep analysis and strategic alignment with global standards.
Case Study Relevance
Typically, our clients in this area see a 20-30% reduction in underlying product fees and improved clarity on their future tax liabilities when returning to Europe or the UK.
Book a strategy session for Wealth ManagementEducation Fee Planning
Building a dedicated path to your children’s academic success at the world’s top universities.
What we provide
Future Cost Modeling
Deep analysis and strategic alignment with global standards.
Flexible Savings Vehicles
Deep analysis and strategic alignment with global standards.
Inflation-Adjusted Growth
Deep analysis and strategic alignment with global standards.
Home vs Int. Fee Planning
Deep analysis and strategic alignment with global standards.
Case Study Relevance
Typically, our clients in this area see a 20-30% reduction in underlying product fees and improved clarity on their future tax liabilities when returning to Europe or the UK.
Book a strategy session for Education Fee PlanningOffshore Banking
Facilitating secure, portable accounts in leading global jurisdictions like the Isle of Man and Jersey.
What we provide
Multi-currency Flexibility
Deep analysis and strategic alignment with global standards.
Enhanced Asset Security
Deep analysis and strategic alignment with global standards.
Global Diversification
Deep analysis and strategic alignment with global standards.
Institutional Safety
Deep analysis and strategic alignment with global standards.
Case Study Relevance
Typically, our clients in this area see a 20-30% reduction in underlying product fees and improved clarity on their future tax liabilities when returning to Europe or the UK.
Book a strategy session for Offshore BankingLife & Critical Illness
Securing your family’s lifestyle with premium, internationally portable protection plans.
What we provide
Comprehensive Coverage
Deep analysis and strategic alignment with global standards.
Portable Global Plans
Deep analysis and strategic alignment with global standards.
Fixed-Term Security
Deep analysis and strategic alignment with global standards.
Executive Protection
Deep analysis and strategic alignment with global standards.
Case Study Relevance
Typically, our clients in this area see a 20-30% reduction in underlying product fees and improved clarity on their future tax liabilities when returning to Europe or the UK.
Book a strategy session for Life & Critical IllnessBeyond Borders
Portable Advice for a
Mobile Career.
Most advisers are locally locked. We specialize in Global Portability. We ensure your wealth structures in the Isle of Man, Jersey, or the UK work seamlessly while you are in the UAE, and continue working when you move to Singapore, London, or beyond.
Ready to audit your plan?
We provide a free "Financial Health Check" for any expat with existing savings plans or frozen pensions. No obligation, just a second opinion on fees and performance.
Request My Free Review