Our expert advisers can help you work through these important questions:
Will you still get the income you receive at present when you return to Britain?
How will exchange rates, inflation and taxes affect your income or your pension?
Can you transfer income and assets to the UK? What are the tax implications?
Will your insurance policies (private medical, life) remain valid, or will you need new ones?
Are there benefits I can claim if I move back?
At Kenwell, we believe your financial goals and personal goals are inseparable.
By working with us through your financial issues, obligations and status, before your move, you can relax into your return, reconnecting with what’s important: family, friends and your community.
Our Five Pillars of Wellbeing for your Repatriation are:
1. Do you have a clear plan or set of goals about returning to the UK?
When you plan for the life you aspire to, your financial decisions become easier.
2. Are you ready to withstand any financial shocks?
Moving countries, no matter how familiar, can cause huge changes in your life and finances, let’s give you some resilience to weather the side effects.
3. What are your financial options?
Are your investments still fit-for-purpose? UK compliant? Our experienced team understand various jurisdictions and believes in minimising your liabilities and maximising the wealth you have.
4. Are you in control of your daily finances?
Any move can be costly but with a clear plan and guidance from our team, you can have the confidence to spend what you need with greater financial security.
5. Have you prepared for the future?
Wills are often overlooked but usually need updating or re-writing for the UK, while inheritance taxes need to be taken into consideration to avoid any large and unexpected burdens for your loved ones.
With offices in Geneva and London, Kenwell’s financial advisers can assist you with every step of your relocation, offering a helping hand before and after you step on that plane home.
Whether you’re a working family, corporate singles, retirees, entrepreneurs or digital nomads, we will provide you with a personalised financial repatriation plan so you can disembark with confidence and look forward to the next stage of your life back in the UK.
Book a meeting with a Kenwell financial adviser today or contact us for more information.