Temporary Migrant Financial Advice

Are you planning on emigrating, but are not sure when, or how long you will stay?

This service shows you how to benefit financially from a temporary move, providing flexibility to adjust your plans so you are not caught out by excess tax if your plans change.

To benefit, you will likely:

Have received or applied for a visa, but are not sure you will stay permanently
Want to know if you can afford to move abroad, and may like to “give it a go” before committing
Be considering applying for a visa and would like information on how a cross border move would impact on you financially.

When Should I Act?

As an emigrant from the UK, you should seek advice up to 12 months prior to your departure. Once you have left the UK, it is usually too late to act.

What Do I Receive?

This service commences with an Initial Meeting. Once you appoint us to construct a cross border financial strategy, our advice is provided in written form, considering your situation home and abroad. Together with our affiliates in the location most appropriate to you, we assist you on an ongoing basis as required.

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.