Who Is This Service For?
Your previous financial adviser in your country of origin may not be able to introduce you to the potential tax saving and financially enhancing opportunities available in your new country of residence.
Furthermore, only suitably qualified financial advisors are able to understand your unique expatriate status, how that relates to any tax saving potential in the nation in which you are residing, and how you need to structure your affairs appropriately in case you should ever want to repatriate or relocate elsewhere.
Planned correctly, a move to another country, including back to the UK, can have some very special future tax advantages.
What Does This Service Consist Of?
- Initial discussion to determine your tax liability and current circumstances
- Free Report and recommendation sent via email including advice on how to minimise succession taxes
- Follow-up discussion to explain the detail and answer any initial questions
- Ongoing support and wealth management