We can create a custom made solution for you recognizing that all of our clients are unique
Financial Planning Issues for EU Nationals
At Unity Financial Partners, we specialise in helping European Citizens worldwide with both their short and long term financial planning needs. There are many areas that require care and attention to ensure that you and your family plan your finances in the most effective way:-
- Tax Planning: We can help ensure that your current investments are structured in the most effective way as well as making sure that your longer term planning needs are fully EU Compliant.
- International EU Compliant Insurance: We can provide you and your family with all of your personal insurance needs wherever you are in the world, structured to be fully EU Compliant.
- Investment Portfolio’s: We can provide you with a wide range of EU friendly Investment Portfolio’s as well as access to thousands of Investment Options.
- Regular Investment Plans: We can source the very best regular investment plans for both short and long term planning. These are fully portable, very flexible as well as EU friendly and compliant if you return home.
Because we are based in the heart of Europe, we can help you to set up and implement a Financial Plan which takes into account your current country of residence as well as the need to look ahead to a possible move back to your home country or another country in the European Union.
Put us to the test and contact us today
To find out more about how we can help, please contact us today. You may find it helpful to complete our detailed Online Review for EU Nationals which is designed to give you some quick feedback on a number of Financial Planning areas and opportunities.
Click here to go to our Detailed Online Review for EU Nationals
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1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to Beneficiaries.
more than the surrender value paid by the bank or insurance company who sold you the policy.
Perhaps you need access to cash or would like to look at more suitable investment options.
How does this affect me?
How good advice can reduce or remove this.
