Expat Financial Advice

As an expat in the UK, it is essential to have a plan on how to optimise your financial situation so you are not caught out and know how to benefit from having your finances structured over two locations.

In this service, we guide you through how to structure your personal UK asset base, by creating a tailored financial plan considering your medium to long term financial aims and risk profile in mind.

This service is particularly beneficial where you are accumulating assets and to know how to invest these considering the UK and Australia/NZ tax systems.

When Should I Act?

As an expat coming to the UK, you should seek advice as soon as possible after you arrive. However strategies exist which allow you to benefit even if you are due to depart the UK shortly.

What Do I Receive?

We present our findings and recommendations to you in a written report based on up to date legislation in the UK as well as in Australia/New Zealand considering your status as a UK tax resident and future Australian/New Zealand tax resident.

Our Services

For Investment Planning we make recommendations based upon the Whole of Market. The levels and bases of taxation are subject to change. Information provided on this site in relation to tax, pension & Investment issues in both Australia and New Zealand is based upon our current understanding. Related legislation and tax rates are subject to change at any time by the respective governments and authorities of both countries. The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us. PRISM XPAT is a trading style of Xpat Limited which is authorised and regulated by the Financial Services Authority. Xpat Ltd is entered on the FSA register under reference 459255.