UK expatriates
We advise a number of clients who are currently or plan to become non-resident. There are a number of key planning points to consider for non-residents which includes: - Tax planning pre and post departure.
- Tax rules of country you are residing in.
- Revenue correspondence.
- Investment review.
- Holding investments tax efficiently.
- Review of regulations regarding existing investments.
- Review of protection policies.
- Review of occupational pensions.
- Developing medium to long term financial plan.
- Regular review.
Our service is designed to maintain regular contact by email, post and teleconference. Many of our clients regularly visit the UK and meetings can be arranged to fit in with your schedule. For further information, please complete our response form. |