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Strategic planning anticipates a range of eventualities: some we want to happen, some we fear will happen, and some we plan to make happen, our options are greater for the planning.

Moving Overseas

If you are thinking of retiring overseas or just buying a home abroad then you need access to the best advice available to avoid making potentially damaging and expensive mistakes.

You will need to think about what is the best action to take with the deposits, investments, pensions and plans which you have accumulated during your working life. What is their tax status under your new country’s regime? What currency should you be based in? Will your pension suffer tax at source or in the country you are moving to or, worse still, both. What is QROPS and do you want it? (It’s not a disease it’s a pension transfer overseas).

We must take account of differences in financial regulation, taxes, interest rates, currency exchange and a host of factors.

We understand the uniqueness of the expatriate’s situation and our administration is geared to offering a high level of personal service so we can react quickly to our clients’ needs. We are aware too of the difficulties of interpretation and communication so we can avoid the need for multiple advisors.

Finesco is authorised and regulated by the Financial Services Authority to provide financial advice throughout the European Union and we have clients in many jurisdictions in the Middle East, the Far East and beyond.

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