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Financial Planning Issues for UK Nationals

At Unity Financial Partners, we specialise in helping British 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 UK compliant.
  • Inheritance Tax Planning: We can help you to minimize your potential exposure to UK Inheritance Tax.
  • UK Pensions: We can provide advice on your current pension arrangements including consolidation, tax free cash, drawing benefits and making future contributions.
  • QROPS: How to draw your UK Pension Fund Income gross whilst overseas as well as reducing the tax charges when passing the fund on to your dependants.
  • Trust and Estate Planning: We can help you to ensure that your loved ones receive the entitlements that you determine whilst minimizing taxes and the need for probate.
  • International UK compliant Insurance: We can provide you and your family with all of your personal insurance needs, structured to be fully UK compliant.
  • Investment Portfolio’s: We can provide you with a wide range of UK 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, flexible and UK friendly if you return home.

As a British Citizen, you will remain UK domiciled regardless of your country of residence unless you obtain a different nationality. Even in this instance, removing your British Domicile is far from simple and so you need to make sure that this is taken in to account when planning your finances.

Put us to the test and contact us today

To find out more about how we can help, please contact us today by clicking on one of the links below. You may find it helpful to complete our detailed Online Review for UK Nationals which is designed to give you some quick feedback on the best way forward.

Click here to go to our Detailed Online Review for UK Nationals
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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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