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IMPORTANT NOTICE

Following recent changes to UK pension rules, we are currently awaiting clarification as to how this will effect funds which have been transferred.
Until we receive this, please note that some of the information on this site is now incorrect and will be amended accordingly at that time.

Services

We offer a full financial planning service for all expatriates.

For more information on our services please click on the relevant link below.

Retirement Planning

Financial Planning

Saving & Investments

 “It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki

 “I believe that the biggest mistake that most people make when it comes to their retirement is they do not plan for it. They take the same route as Alice in the story from “Alice in Wonderland,” in which the cat tells Alice that surely she will get somewhere as long as she walks long enough. It may not be exactly where you wanted to get to, but you certainly get somewhere.”  Mark Singer – The Changing Landscape of Retirement”

Tax Advice

 “No man in the country is under the smallest obligation, moral or other, so to arrange his legal relations to his business or property as to enable the Inland Revenue to put the largest possible shovel in his stores. The Inland Revenue is not slow, and quite rightly, to take every advantage which is open to it under the Taxing Statutes for the purposes of depleting the taxpayer’s pocket. And the taxpayer is in like manner entitled to be astute to prevent, so far as he honestly can, the depletion of his means by the Inland Revenue”  Lord Clyde – Ayrshire Pullman Motor Services v Inland Revenue (1929)