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Financial Planning

Moving to a new country can be exciting, but it can also be overwhelming when it comes to your finances. You have to figure out all the new banking and investment options, which can be difficult if you don’t know where to start. Making the right financial decisions as a expat is critical for success in a new country. However, there are so many different options to take, its easy to make mistakes and miss out on “local” knowledge.

Expatriates have the added complication of having to deal with the tax rules for more than one country at a time, when global tax scrutiny is at its highest. There can be some added benefits, however getting it wrong can lead to an unwelcome and unexpected tax bill for you or your heirs.

You can book a free financial plan consultation below to -

  • Learn how best to protect your wealth and maximise interest in your country of residence

  • Understand your tax liabilities where your domicile (home-country) and your new country (tax residence).

  • Get access to tax efficient savings, investments and pensions available to you, onshore and offshore

  • Discuss how you can improve your family’s financial position across a range of topics

  • Request information of how best to invest savings as an expat

  • Receive expert advice from someone who understands your local tax regime and saving options

  • No obligation report provide summarising your options in black and white

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