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Retirement Planning – Issue for Expatriates
As an Expatriate, planning for your retirement can seem complicated or even confusing, particularly if you are no longer keeping track of existing plans which have been set up in your home country and you no longer have some of the tax breaks which you enjoyed back home.
Maybe you are retiring in a foreign country and don’t know the best way to draw your retirement income or maybe you have worked in several countries and have a number of different plans that you have set up on your travels.
Some of the most common issues affecting Expatriates are:-
- You are no longer resident in your home country and you are not allowed to contribute to retirement plans you have already set up.
- You have existing retirement entitlements from your home country and you do not know how to take your income entitlement in the most tax effective way.
- You are on an overseas posting and don’t know how to set up a suitable retirement fund.
- You have one or more frozen former employee schemes and you have no control over the investment content and how they are performing.
- You suddenly have more disposable income but you are concerned about the need to access cash if you suddenly need to dip into your retirement fund.
- You have lost track of your existing entitlements and you need help in making sure that your hard earned money is working for you.
- You don’t know which countries you will be living and working in for the rest of your career.
- You have children or other dependants living and working in different countries.
At Unity Financial Partners we understand these and many other important issues because we have the experience in dealing successfully with International Expatriates across the globe. In many instances we will work together with Financial Professionals in both your home country and your current country of residence to provide a seamless and comprehensive solution.
Put us to the test and contact us today
You may find it helpful to complete our online Retirement Analysis which you can go to by clicking on the link at the bottom of this page. This is designed to provide some important feedback for you on the basic steps that you may wish to take so that you can begin to implement your Retirement 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 Retirement Analysis below or if you would like to see how much you would need to save as a lump sum, a regular contribution or both to meet your target then click below for our Online Retirement Plan Quote.
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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.
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