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Helping you to move with financial peace of mind
We proudly provide continued support and advice to our clients, wherever they are in the world, ensuring your assets are protected.
Professional Migration Solutions
The Brexit Withdrawal Agreement specifically excluded financial services, including the passporting of advisory licenses between the UK and EU. As a result, many UK-based advisers and institutions can no longer legally engage with clients living in the EU, and the same restrictions apply for EU-based advisers with UK clients.
Whether it is a temporary or permanent move to or from the UK, changing residency can be stressful and requires careful planning. At FairTrade IFA, we have a deep understanding of cross-border financial products for UK residents and those moving abroad. If you are leaving the UK, we have strong connections and can recommend an international IFA firm to ensure the continuation of expert advice, giving you peace of mind wherever you go.
As an expatriate you will understand the importance of your residential status, domicile and the relevant legislation. Our links with accomplished specialists will give you confidence that your finances are compliant in your new home.Â
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Helping You and Your Move
Whether it’s a lifestyle choice, employment reasons or other personal circumstances, there are many reasons for moving to and from the UK. We realise that moving is a massive event that needs to be planned correctly to ensure that your finances are in order, taking into account your savings, pensions and Will.
Whether you need advice on returning to the UK or are a UK resident holding QROPS pensions or savings with non-UK providers, our team has an excellent understanding of cross-border products, ensuring a smooth transition back into the UK tax system.
Regulations and laws vary widely depending on your destination. Our team and partners will help you understand your reporting priorities when you move from the UK. In many countries, your visa or work permits will need to be issued prior to your move.
Our team and partners can explain the benefits of being an expatriate and the various financial products available to you. You may also need advice on your tax liabilities if you decide to retain an overseas or UK property.
Make the most of your new lifestyle and the experiences it presents by planning and taking control of your finances. If your move is a short-term relocation, our team will ensure you understand what is required when you plan to return.
As an expatriate, you will understand the importance of your residential status, domicile and the relevant legislation. The amount of tax you pay and to whom will be determined by your residence. Our team and partners will help you understand your status to ensure you stay compliant with the legislation.
Be more than just a customer in 4 simple steps
1
Contact Us
Get in touch with us via phone, email, or our website. Our dedicated team is committed to providing a personalized service and comprehensive guidance from a dedicated adviser.
2
About You
After your free consultation, we will prepare a financial plan that aligns with your profile and goals. Our straightforward process ensures clarity and transparency, all fees will be fully disclosed.
3
At Your Service
When you are ready to proceed with your financial plan, we will begin the onboarding process. Your adviser and our team will keep you updated throughout the secure application process.
4
Ongoing Support
We will provide an excellent and professional service over the long term. You will receive support, updates, and periodic reviews ensuring your financial plan remains aligned with your goals.
The Benefits of Continuity of Advice
Whether your needs are financial planning, retirement preparation or investment management, we understand that our clients place a great deal of trust in our services. We believe that the ability to work with us and our multi-jurisdiction partners is of immense importance for our clients, their families, and future generations.
At FairTrade IFA, we strive to protect our clients’ futures with trusted advice and transparent fees, no matter where their future takes them.
Where Next?
Wealth Management
Comprehensive wealth management, focusing on forming strong and lasting relationships that support you in achieving your goals and financial wellbeing.
Pension Advice
Prioritising your best interests, advice on your pension will be clear, trustworthy and jargon-free, ensuring that what is best for you is central to what we do.
Investment Advice
Understanding and supporting our clients for the long-term, our team will help find the right investment solutions for you.
Retirement Planning
Putting your retirement needs first and understanding that a key aspect of retirement is being able to relax and enjoy the fruits of your labour.
Inheritance and Succession
Our experts are here to help guide you through this advice process and ensure that your plans align with legal requirements and best practices.
Migration Services
We partner with multi jurisdiction advisers to provide continued support and advice to our clients, wherever they are in the world.
Cashflow Forecasting
Our experts will help you understand your cash requirements, giving you the freedom to achieve your goals and make financial decisions.
Talk to an Adviser
Providing continued support and advice to clients wherever life takes you.
