In-Depth Specialist Meeting

You are planning to move abroad, or recently arrived in the UK, and want to know how to set up your finances considering your change in tax status. You have lots of questions and may want ideas of some strategies you can put into place to optimise your position.

This service enables you to meet with one of our cross border specialists to:

understand how to have your assets set up on moving countries
ask and receive answers to any financial questions you would like clarifications on
outline what to do with your UK finances if you need help
obtain guidance on cross border financial strategies to make the most of your situation
discuss a plan of action on to have your cross border financial issues sorted out

What Do I Receive?

1:1 discussion with a specialist to receive the answers you need, considering your current and future circumstances.

The meeting runs for 1-2 hours and includes an explanation of the tax system in the UK and abroad; how these taxes apply to you on moving countries; what you have at stake as a result and how to benefit from opportunities available.

These meetings are tailored. You will be asked to complete a questionnaire prior to the meeting, so we are up to speed on your own situation prior to the meeting. The meetings cover your full asset base and allow time to answer your own individual questions.

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.