Expats

There is no doubt that managing expatriate contracts is time consuming and complex for the HR department. Yet the more support that is offered to the relocating employee the greater chances that the move will be a success. One way that clarity can help ease the burden for both the employee and employer is by taking care of all aspects of an employees’ personal finances and tax.

For a fixed annual fee we can provide one-to-one advice and support covering:

• Review of existing financial arrangements and agreement of a future financial plan
• Recommendations of new investments and products which will achieve the stated objectives, taking advantage of the expat status
• Purchase of investments via the website or paper-based applications. All discounts and initial commission is reinvested for the benefit of the individual
• Access to our helpline
• Advice for spouses, partners and their children
• Annual valuations of investments and pensions
• E-mail alerts on topical issues and fund performance

One-to-one meetings are set up prior to the employees' departure and on trips back to the UK. In between meetings, correspondence is via telephone, e-mail and post. By arrangement, we can also organise overseas visits to your main locations.

For each of our clients we devise bespoke solutions to suit your individual needs and budget, which are based upon our core services.