Financial Advice

Expert advice on common financial considerations when moving abroad, such as pensions, tax and inheritance tax

It is always a good idea to get sound financial advice to ensure you don’t lose money, whether it be overseas pension transfers, tax or financial planning.

The idea of enjoying a pension overseas is a big attraction for those nearing retirement, and we receive lots of enquiries about a variety of pension concerns. Here are some of topics of the most common requests for help;


      • QROPS and transfers from UK pensions
      • Overseas Pension after Brexit
      • Should I transfer my pension
      • Transferring private, state and NHS pensions abroad
      • Leaving pension schemes


One size does not fit all; a good pension expert will look at your pension funds and investments as a whole and suggest tax-efficient options for structuring all your assets and funds.

Complete the form opposite to be connected with an expert.

When looking to move overseas, you quickly find out that tax affairs can be complicated. For example, British expats commonly make the mistake of thinking that they are instantly exempt from UK tax – the tax requirements for British expats abroad is not simple.

Your personal tax liability in the UK depends on the tax residence, domicile status and on other factors such as the location of assets, source of income and capital gains. Experts are on hand to help you navigate tax laws at home and your destination country. Here are some common topics covered in the requests we receive.


      • Split year treatment
      • Residence in more than one country
      • Filing obligations
      • Tax allowances
      • Claiming Tax Refunds
      • Capital Gains
      • Disregarded Income


We can arrange for a free initial consultation to discuss your situation and answers to general questions.

Renting your overseas property can seem like the perfect way to cover costs. While it can seem that way, it is not necessarily always straightforward.

Managing the rental of your overseas property from home rarely is a feasible option. It needs cleaning between rentals, regular checks for damages and repairs, ad hoc inspections after bad weather…the list goes on. Long term, you cannot rely on the goodwill and generosity of your neighbours, a property management company is the only sensible solution.

Fees vary considerably depending on the management company and what you want them to do, so expect to pay somewhere between 20% – 50% of the rental. It is essential you agree exactly what is and is not included in the fees.

An excellent way to find a reputable property management company is from recommendations. Complete the form opposite to be put in touch with highly recommended rental property management companies in your area.

It’s a complex and ever-changing world, in which your personal situation is also changing. So often managing your finances and making investment decisions to help you reach your goals can be draining, time-consuming, and put-off for another time. Here are some common financial goals;


      • Investing in your future
      • Protecting you and your family
      • Retirement planning
      • Managing retirement income
      • Inheritance


An excellent financial adviser has the expertise and experience to help you establish a workable financial plan and review your position regularly. Tell us about your goals that a financial planning expert can help with?

Need help? Tell us what your requirements and we will find the right expert for you. Alternatively, email

Tell us about your requirements, we will put you in touch with recommended experts

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