Returning to the UK after a period of time overseas can be a stressful process and requires careful consideration and planning.

In our experience, the majority of returning expats focus their attention on schooling, international haulage and banking arrangements but they often forget about their investments and insurance which can lead to significant and unexpected tax consequences in the UK.

Antler Wealth Management specialises in helping returning expats tothe UK in the best financial position possible.

Does the length of time you reside offshore impact on your tax liabilities? 

The length of time you have resided offshore can have an impact on your tax liabilities once you return to the UK. In some cases, it may be beneficial to delay your return to the UK if possible.

A full investment review should be conducted prior to your return to the UK; you could potentially save yourself significant sums in unnecessary UK income tax and capital gains tax bills.

What do I need to consider if I took out  life insurance policies whilst abroad?

If so, you will need to consider if they  are structured in the correct way to mitigate a potential UK Inheritance Tax liability?

What do I need to do if I already own a property in the UK and/or abroad?

There is a lot to consider before your return to the UK and you could potentially avoid preventable UK capital gains tax.

Do I need to  plan for foreign currency exchange?

As you have accumulated assets and savings in a foreign currency, it’s imperative you manage your foreign exchange risk effectively to acquire as much Sterling (£) for your foreign currency as possible.

Antler Wealth Management has lots of experience in helping returning expats just like you.

We understand the upheaval and the concerns that arise and we can help you every step of the way to ensure your repatriation is as stress-free as possible.

We look forward to helping you.

To find out more information on our repatriation service please contact us.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends of individual circumstances.