expat services

Expatriate Financial Advice and Expat Financial Adviser Referrals and share commissions

Expat Banana Skin?
When moving overseas, your clients really need to take expatriate financial advice from experts rather than you risking liability for something you miss.

EXPAT FINANCIAL ADVICE IS NOT AS SIMPLE AS SETTING UP AN OFFSHORE BOND AND DOING A QROPS .... DON'T GET CAUGHT OUT. 

Residency and domicile can hugely affect taxes in the UK and overseas
Local tax laws - some countries tax systems even tax on recognised wealth i.e. put it in the wrong investment and it will be taxed
Investing offshore - some jurisdictions are taxed higher than others in certain countries, some 'tax havens' are even blacklisted
Mortgages - borrowing rules and even ages and deposits are totally different
Medical insurance cover - can be very expensive and may even be a legal requirement to enter the country
Setting up a business overseas can have huge costs locally as well as benefits if offshore parent companies are considered. Equally, some countries levy higher taxes on 'offshore' companies.
Sending UK employees to work overseas - the tax and NI rules in the UK are complex - who pays what and when?
Pensions and investments in the UK may suffer penalties if either a) left in the UK or b) transferred overseas, this will all depend upon the country
Crossovers on UK taxes and foreign taxes can be complex in addition to dealing with local registration and UK tax sign off.  What does the tax treaty say?

Refer to us with Confidence:  Make sure your clients get good advice from our award winning team. 
Advisers working with fellow advisers and we all win.  Contact us.

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