Relocating home after a period abroad can be a complex process for expatriates.
Keeping your affairs in order and making sure that your finances and investments are administered efficiently is of paramount importance.
For expatriate clients returning to the UK, we can help with the smooth transition by offering you the option of continuing your relationship with us through our Repatriation Service.
Our International Network of Wealth Managers
As a Senior Partner Practice of St. James’s Place, The Heritage Partnership maintains relationships with Partner Practices in the UK to ensure continuity of advice and service for you via a seamless handover to a Partner who is already familiar with your circumstances and existing investments.
The key to a successful repatriation is the planning process. It can take considerable time to restructure investments (if it is appropriate to do so), and it is essential to review existing arrangements to ensure their continued tax efficiency. Consequently, we recommend that the repatriation planning process begins 6-12 months before your intended departure.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.