Legacy & Succession Planning
Legacy & Succession Planning can be a complex, emotional and difficult topic.
How tax efficient
are your savings?
Repatriation
So you are ready to go back home.
Are all your financial affairs in order?
Are they in the best position for taxation back in the UK?
Eight Wealth International advisers have the knowledge and experience to make sure your investments and assets follow you on your journey in the most efficient way possible. In addition to tax considerations, we discuss:
Investment and Insurance
Mortgages and Loans
Pensions and Retirement Planning
Residential Property
Savings, Currency Exchange and Banking
Asia to the UK & UK to Asia
The role of an Eight Wealth International adviser’s role is to make sure your move across the world is as smooth as possible. We are happy to answer, explain and arrange the answers to questions including:
What is involved in repatriation?
When do I need to start thinking about and preparing for it?
How long will the process take?
What do the authorities expect of me?
What will national and local authorities expect of me?
Will I be met at the airport?
How do I find a home and how do utilities work?
What about healthcare for myself and the family?
How do I find out about schools?
Do I need a local solicitor?
How do I arrange utilities & liaise with HMRC?
How much money will it all cost?
Please note your home or other property may be repossessed if you do not keep up repayments on your mortgage and advice relating to a mortgage and other loans involves the referral to a service that is separate and distinct to those offered by St. James’s Place.
UK Tax Return service
Eight Wealth International clients are provided with access to the Asia Tax Hub as well as the UK Tax and Accountancy service. This provides accounts support for Limited Companies, Partnerships, Sole Traders; corporation tax returns for small and micro-sized enterprises, person tax declaration and liaison with HM Revenue & Customs.
Find out more about Eight Tax Hub services.
Tax Planning for moving to or owning assets in the UK
Being tax aware is a priority for advisers based at Eight Wealth. With assets potentially remaining in the UK whilst working and living abroad, this can bring a host of questions that will need careful consideration and effective planning to ensure you are remaining as tax efficient as possible.
Having the benefit of our Tax Hub experts, allows advisers to be fully up to date and aware of the tax changes that can affect you, wherever, in the world, you chose to make home.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds
selected and may fall as well as rise. 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.
Request a meeting with an adviser
Arrange a no obligation meeting to start planning your financial future.
There are many other areas of financial planning which can be discussed in more detail at your meeting.
We will work with you to identify your financial objectives and provide a bespoke solution to help you achieve your goals.
Financial Protection
There are many scenarios when financial protection should be considered. If you suffer from a serious illness, an accident, and/or lose the ability to work, your loved ones are taken care of.
International Tax Planning
Whether you need guidance on enabling your savings to be the most tax-efficient as possible or planning the financial future of generations to come, Eight Wealth International can assist you.
Corporate Financial Planning
There are many areas relating to Corporate Financial Planning. Should you require company pension advice, we will work with you to identify your financial objectives and provide a bespoke solution to help you achieve your goals.
Retirement Planning
You may be approaching retirement and need to put a plan in place, be planning for your future, or even pursuing your dreams of retiring early. Whatever the reason, we can help you achieve your retirement goals.
Investment Planning
Whether due to careful saving, professional success, or inheritance from a loved one, you may, at some point in your life, have money to invest in your future.
