International Expat Planning
Supporting your global lifestyle with clear and coordinated financial planning Start the ConversationLiving or Working Abroad Brings Opportunities
But it also creates complex financial questions. Tax, pensions and investments are treated differently in each country, so arrangements that work well in the UK may cause problems overseas, and vice versa.
How it Works
Expat financial planning requires a review of your pensions, investments and estate to see how each will be treated when you move abroad or return to the UK. With the right structure, you can keep your finances efficient, accessible and aligned with your goals.
This is information only and does not constitute advice.
Benefits
Reduce the risk of paying unnecessary tax in more than one country.
Preserve access to pensions and retirement savings.
Pass on wealth smoothly to your chosen beneficiaries.
Confidence that your finances match your lifestyle abroad.
This is information only and does not constitute advice.
Typical Scenario
Sarah relocated from the UK to the EU with several ISAs and a pension. She had not taken advice before moving and lost their tax-free status. Without planning, she would have lost further benefits. By restructuring her savings and pension before leaving, she would have avoided this issue and kept a clear retirement strategy that worked in both countries.
(Fictional example for illustration only. Not advice.)
The value of your investments can go down as well as up, so you could get back less than you invested
Next Steps
Whether you are moving abroad, returning to the UK, or already hold assets in multiple countries, tailored advice can make life simpler. Enquire now to explore how we can support your financial journey overseas.
Call us: +44 (0)1672 569111
Email: enquiries@aisa.co.uk