Relocating home after a period abroad can be a complex process for expatriates.
Keeping your affairs in order and making sure that your finances and investments are administered efficiently is of paramount importance.
For our expatriate clients who are looking to return to the United Kingdom, we recognise that the transition can be challenging. That’s why we aim to help make it as smooth as possible, by offering a Repatriation Service that provides a smooth transition for clients who wish to continue their relationship with us.
Owing to our network of wealth managers across Singapore and the United Kingdom, we understand the unique needs and challenges facing expatriates returning to the UK, and we are well equipped to assist you with managing your finances and investments as you settle back into life in Britain.
Our International Network of Wealth Managers
As a Senior Partner Practice of St. James’s Place, The Heritage Partnership maintains relationships with Partner Practices in the UK to ensure continuity of advice and service for you via a seamless handover to a Partner who is already familiar with your circumstances and your existing investments.
The key to a successful repatriation is the planning process. It can take considerable time to restructure investments (if it is appropriate to do so), and it is essential to review existing arrangements to ensure their continued tax efficiency. Consequently, we recommend that planning for repatriation begins 6-12 months before your intended departure.
International Wealth Management Services
In addition to our Repatriation Service, we offer a range of wealth management services that are designed to help you achieve your financial goals, whether you’re looking to make your mark or preserve your wealth. From investment management to estate planning, we can help you manage your wealth and protect your assets for the long term.
At The Heritage Partnership, we are committed to providing our clients with the highest level of service and support. Whether you’re an expatriate returning to the UK or simply looking for comprehensive wealth management services, we are here to help.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.
