Professional Planning for Expats Across the World
Expats often find their wealth suspended between two different countries or cultures. If you’re working abroad, it’s wise to have a secure financial plan in place with Hebden Consulting.
Expats often face an exhausting set of obstacles en route to reaching their future financial goals. With years of expat experience, Hebden Consulting help navigate the complex financial situations and cross-country conundrums people face wherever they’re based. We’re proud of our trusted client base and support expats in countries across the world.
Managing wealth from host to home
With our unique, valued and personalised approach, Hebden Consulting offer the complete planning package, analysing your portfolio and aims from every angle. We design a realistic financial road to success based on the host country you’ve living in and the location you’d like to return to. Our service is unique and our clients receive a continuous service with a long-term focus whether they intend to return home or have another destination in mind. With a complete suite of wealth management services on offer and our global team well positioned globally, we plan your finances for the long-haul. We promise future security using on-trend market knowledge, state-of-the-art mapping resources and cash-forecasting technology.
Appointing one of our professional planners, however, is just the beginning. Finding a reputable adviser is not easy when you’re in a foreign country, yet it is key to coordinating the major components of any worthwhile wealth-management plan. Our team of skilled advisers are highly professional with an invaluable understanding of the whole experience in popular expat locations across the world.
Meanwhile, we realise there are added dimensions to short and long-term planning which can also be challenging, such as restrictive and ever-changing tax laws and complying to local legislation.
Retirement and taxes can be confusing to fathom out and eligibility for retirement plans in both the host country or home country. If employment status does not allow for either, it is sometimes possible to take advantage of tax-deferred retirement opportunities without an employer. British expats, for example, might opt for a qualifying recognised overseas pension scheme (QROPS).
Home country compliance is another important consideration and we have access to reliable professional contacts in expat destinations globally. We know the right accountants to go to for advice regarding tax implications in your host country, or which estate-planning legal professional is recommended for preparing documents relevant back home. Likewise, custodial issues, probate issues, future care plans and inheritance taxes can make planning as an expat complex, but we know who to approach. Likewise, brokerage firms may not be proficient in serving the needs of their customers abroad and some insurance companies don’t always recognise the risks expats face.
Reputable money transfer services and bank accounts traverse borders and Hebden Consulting can also find a fast and safe way to move money internationally. We work closely with a number of leading online transfer services in multiple locations ensuring you can move money safely, securely at exchange rates a lot better than local banks.
Free consultation
We understand all the limitations and have a proven track record of planning expat finances and successful wealth management strategies today and for the future. If you would like to book a free consultation, please email us today at info@hebdenconsulting.com.
The information is provided in good faith without any warranty and is intended for informational purposes only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. For further details see our Regulatory Statement.
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