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Financial Planning for Expatriates – An Overview

Financial Planning is the process of meeting your life goals and ambitions through the correct management of your finances and takes into account the current and future needs of you and your family as well as life goals such as buying a house, educating your children and accumulating sufficient wealth to enjoy a comfortable retirement.

Good Financial Planning also takes into account the need to protect yourself and your family’s income and expenditure needs now and in the future. Death, loss of earnings, a serious illness or a sudden change in circumstances can have a dramatic effect on even the most carefully implemented financial plan and for expatriates there are further complications due to the difficulties involved in living and working in different countries.

At Unity Financial Partner we can help you to establish and implement a financial plan which takes into account both your current circumstances and your future needs and ambitions. We are well aware that every client is unique and that good financial planning is a continually evolving process where each financial decision can affect the outcome of the overall plan.

So what is our approach to Financial Planning:-

  • We will help you Set measurable goals.
  • We will help you understand the effect your financial decisions have on other financial issues.
  • We will monitor and re-evaluate your financial plan periodically.
  • We will encourage you to start with what you’ve got - don’t assume financial planning is only for the wealthy.

Put us to the test and contact us today

You may find it helpful to complete our online Financial Review which you can go to by clicking on the link at the bottom of this page. This is designed to provide some simple feedback for you on the basic steps that you may wish to take so that you can begin to implement your Financial Plan without any cost or obligation.

We look forward to being of service so please feel free to let us help you by either clicking on the link to our Online Financial Review or you can request a consultation by clicking here

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Our Unique Charity Referral and Member Credit Reward Program
Unity Financial Partners is committed to helping charities which are working to improve the lives of those in need.

To find out how you can help without any cost or obligation, please click here
Living or moving overseas from the UK with Pension Benefits?
Find out how you may be able to benefit from a QROPS.

1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to     Beneficiaries.

Do you have a UK Endowment Policy?
Did you know that you may be able to release the cash value of your UK endowment policy with up to 35%
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.
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