Have you already relocated to a new country? You may be about to relocate or you may be considering relocating to a new country.

You will have assets, bank accounts, perhaps pensions, shares and funds, and perhaps property or other assets you have left behind in the country you have moved from. You may even have a Will.

How can you deal with them most appropriately? Can they be managed from afar or should they be sold? What are the tax implications now you have moved abroad and how will your new country consider them for tax purposes?

At these times it can seem almost impossible to get the answers you need to navigate your way around all the changes that will affect your financial life. Traditional relocation companies and employers focus on moving house, your family, visas and passport questions, perhaps moving pets and finding a local school or childcare.

Most professional advisers focus on one country and they cannot help you with your transition issues or how to deal with the challenges surrounding your financial assets in another country.

We know how difficult it can be, and we specialise precisely in this area – helping you to understand how to deal with your finances including property, when you have moved to a new country.

Advice that you might find relevant right now for your situation includes:

* Advice and recommendations about how to manage your financial affairs from Europe, (especially the UK or Italy) and/or Australia, and especially when moving between these countries.

* How to deal with pensions from different countries, or superannuation from Australia
* Dealing with the new, local tax and fiscal environment
* How to structure your assets and investments efficiently and legally for tax purposes
* Helping to create a long term personal financial plan taking into account more than one country or complex situations
* and regular reviews of financial plans, especially as your circumstances change. This aspect is key, but an optional element of advice

You may not have described it as such or considered it before, but essentially at this time in your life you need to undertake some personal financial planning. It’s this planning that can provide the background or foundation for your future decisions.

“Personal financial planning could be described as the process to create a flexible plan to help you achieve your very personal goals and life objectives, using your current situation, assets and resources”

To arrange a confidential discussion with no immediate obligations,  contact Daniel Shillito in the form below.

Daniel is our financial expert who takes time to understand your own personal situation (because no two situations are the same). Daniel has lived and worked in 5 different countries across Europe, the USA and Australia experiencing all these issues and his focus is to provide guidance and personal advice across borders.

We look forward to helping you navigate your way through all the changes and helping you to achieve your life goals and dreams!