If you are a UK expat already resident or thinking of relocating permanently to Portugal or Spain, a review your financial affairs is paramount. Our review will assess your investments and how they are structured, together with your pension funds, and ascertain as to whether these are appropriately structured favourably for your residency and comply with the relevant tax authority.
In addition, often after relocating, your tax affairs in the UK remain ongoing. We can assist with taxation services, tax filing and other tax matters with HMRC on your behalf. We will offer guidance on your Income Tax, Capital Gains Tax, Dividend Income and more.
Many expats neglect their financial affairs when they have decided to return home to the UK on a permanent basis. However, it is essential that you ensure that your financial affairs are in order prior to your departure, so that you can avoid unnecessary tax liabilities incurred from the HMRC. We will advise and guide you with this tax planning and any registration that is required with HMRC before your departure to the UK.