We can create a custom made solution for you recognizing that all of our clients are unique
Tax Planning For UK Nationals
If you are currently resident outside the UK then there is a strong possibility that you are paying more tax than you really need to on any UK Investment holdings you may have. Individual Equities, bonds, Investment Trusts, Investment Companies and most types of UK based Investment funds have a number of different taxes deducted before you receive any dividends or income and you may even be paying annual taxes on all of your investment holdings including cash on deposit when there are simple ways to remove or reduce these.
It may be that you are living overseas and intend to return to the UK either indefinitely or for a period of time before you consider another overseas posting, whatever your unique circumstances dictate, at Unity Financial Partners we can help you to ensure that your finances are structured in the most tax efficient manner.
Some Common Scenario’s
- The Value of your Estate including overseas holdings is above the Inheritance Tax Threshold.
- You live and work overseas but you have family in the UK or in other countries.
- You have UK Investments and Bank Accounts where tax is being deducted.
- You need to structure Investment Income and are unsure about how to do it effectively.
- You have long term financial planning needs which need to be Tax Efficient in the UK.
- You have Investments and Bank Accounts in many overseas locations and need to understand how to structure these in the most tax effective way.
- You are concerned that your current Investment Portfolio may cause you difficulties when you need to return to the UK.
- You have UK Pension Entitlements but you live overseas and need to understand how to draw income in the most Tax Efficient way.
- You need your Investment Strategy to be flexible and portable as you may be living and working in a number of different countries in the future.
At Unity Financial Partners, we can provide you with both initial and ongoing advice which takes into account your own unique circumstances as well as the needs and aspirations of you and your family and we have a network of UK Accountants, Tax Specialists and lawyers we work with to ensure the very best possible solutions for our clients.
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 Tax Planning Review for UK Nationals which is designed to give you some quick feedback on some of the ways you may be able to plan your current and future financial needs more tax efficiently.
Click here to go to our Detailed Online Tax Planning Review for UK 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.
