A few key considerations include:

How long have you resided offshore?

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.

Did you take out life insurance policies whilst abroad?

If so, are they structured in the correct way to mitigate a potential UK Inheritance Tax liability?

Do you already own 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.

Have you planned 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.

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.