Join our experts as they explore planning, structuring, and investing for a changing world.
Life beyond the UK
Are you considering living, retiring or buying property abroad?
Join Alex Wilson, Head of Private Client Distribution, Michelle White, Head of the Private Office, and Simon Bashorun, Head of Private Office Advice, as they explore what it really takes to build a life abroad and protect your wealth in the process.
Alex, Michelle, and Simon unpack the key considerations for high-net-worth individuals thinking about retiring or relocating internationally. From structuring overseas property purchases and managing inheritance tax exposure, to portfolio strategy across currencies and the role of tax-efficient borrowing – they explore how to approach an international move in a way that aims to protect what you've built and support your long-term objectives.
This session offers expert insight into the financial considerations associated with international relocation, including how investment and financial planning decisions may interact with specialist tax and legal advice.
For those with significant wealth, moving abroad is rarely straightforward. But, the earlier you plan, the more options remain open to you.