International UK residents
The UK has a particularly complex tax system, which, without the proper planning can mean international UK residents end up paying more tax than they need to. However, there are generous tax concessions in relation to UK residency, which we can help you understand and undertake planning for.
International professionals who currently live and work in the UK often have complex financial lives. For example, assets such as property or pensions may be held in different jurisdictions and be subject to different tax regimes and currency fluctuations.
Their partner may be of a different nationality, and family members may live in different countries. Like most people, they want to enjoy their wealth now whilst preparing for retirement, wherever that may be.
And that’s where we can help. We’ll spend time getting to know you, your situation and what you want to achieve in the short and long term. With our knowledge and experience, we’ll put together a plan that will help you to achieve your goals both now and in the future.
Why should you work with us?
Our dedicated financial advisers provide a personalised, one-to-one service to meet your financial needs. With skills honed over years of experience, as well as personal experience of living and working abroad, we understand the issues and concerns you are likely to have.
Our advice is completely independent and impartial; we’re not tied to any providers as a restricted adviser or bank would be. No matter how complex your life is, we’re here to smooth the way and help you to achieve your financial goals.
How we can help
- Investment structures to help maximise your capital whilst considering your currency needs/requirements
- Tax planning to utilise assets you or your partner may have across the globe
- Retirement planning to make sure you’ll have the retirement you want
- Estate planning to ensure your wealth is passed on to the people who you want to receive it
- Financial planning to meet the immediate and longer-term needs of you and your family
Client stories
We’ve been very reassured by how our money’s been managed – very transparent and open – and we’ve had our time back!
Andrew Russell, Hong Kong
With good advice and careful planning we’ve been able to…transition back into a relaxed and enjoyable life here in the UK
Mr & Mrs Swift, Somerset, UK
David’s guidance has helped us achieve peace of mind and sleep soundly knowing our investments are in safe hands.
Mr & Mrs Cater, Cornwall, UK
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Legal
Charlton House Wealth Management Limited is an Appointed Representative of Julian Harris Financial Consultants Ltd authorised and regulated by the Financial Conduct Authority No. 153566.
Charlton House Wealth Management Limited’s Financial Conduct Authority reference no. is 924967.
Charlton House Wealth Management Ltd is registered in England & Wales. Company No. 12298629. Registered Office: The Clockhouse, Station Approach, Marlow, Bucks SL7 1NT. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses have been unable to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance.
Tax treatment is based on individual’s unique circumstances.
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