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.
Pensions
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.
Tax
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 IncomeWe can arrange for a free initial consultation to discuss your situation and answers to general questions.
Financial Planning
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?
Can’t find what you are looking for above, then tell us about what you need help with using the form opposite and will find the right expert for you.