TAX SERVICES

Heading back home is a stressful time for any family, as there is so much to do! Worrying about your tax bill when you return just makes matters 10 times worse. Having a specialist help you plan will prevent any surprises upon your repatriation. Nobody likes a surprise knock at the door by the tax man!

INVESTMENT

Whilst your investments shouldn’t stop when you head home, they should definitely be looked at by a professional to ensure they are structured in a compliant and efficiency way. Heading back without specialist help could have a huge impact on your investments to date. So don’t let this happen, and get advice!

ONGOING ADVICE

Wherever you are in the world, you need to have specialist advice. Whilst this may not be the same adviser you have worked with before, you definitely need a competent, recommended adviser to continue working alongside you for the remaining financial goals you may have in place. Ongoing advice is just as important, if not more, than the initial advice!

BANKING

Whom to bank with upon your return…? Taking advice from an expert, getting the best package and ultimately understanding how to use your bank account is vital. We can help you with this process, if you don’t already have a bank account in your home country, but if you do you need to make sure it suits you and your future requirements.

CURRENCY EXCHANGE

We all know airports are the worst places to change money, but banks don’t fall far behind. Opening a currency account is without doubt a very smart move and will ensure you get the best rate every time. Let us get you set up so that you can start moving money to ensure you are well- prepared.

DOMESTIC ALLOWANCE

Are you aware of your allowances and tax ceilings in your home country or in the country where you want to retire? These are only a few concerns that an expat like you might encounter. Let me help you take advantage of these allowances whether you see yourself going back to your home country or retiring somewhere else in the world.