Retirement Planning For Expats

Enjoy your retirement abroad with the peace of mind that comes with good planning.

If you’re planning on retiring abroad, ensuring you have a secure retirement income has to be one of your top priorities. Let’s take a closer look at what you need to take care of.

Understanding your pension options & tax planning

You may be in a situation where nearly all of your retirement income will come from one primary source such as a private pension, or like many today, you will have a mix of income sources for your retirement.

Making the right financial decisions is a crucial foundation for your happy life after work.

There are so many different options to take, that it’s easy to make mistakes and miss out on “local” knowledge. With so many retirement planning tools and products, knowing what the best options are is the first challenge.

Add to this a  complication of dealing with the tax rules for more than one country at a time, when global tax scrutiny is at its highest. Getting it wrong can lead to an unwelcome and unexpected tax bill for you or your family.

The first step to success is to understand your pension options and the most efficient strategies available to you when you retire abroad while staying tax-compliant. 

Getting specialist expatriate-focused advice

We recommend the services of an exceptional expatriate advisory, Holborn Assets.

Holborn Awards
Holborn are Expatra’s premier alliance partner

As a specialist in expatriate financial advice, Holborn Assets provides a valuable free service that helps you to understand your options and which ones will work best for your retirement needs.

How you can benefit financially with a free consultation with Holborn:

  • Learn how best to protect your wealth and maximise your pension income in your country of residence.
  • Understand your tax liabilities where your domicile (home-country) and your new country (tax residence).
  • Get access to tax-efficient pensions available to you, onshore and offshore.
  • Discuss how you can improve your family’s financial position across a range of topics.
  • Receive valuable information on how best to invest savings as an expat.
  • Receive expert advice from someone who understands your local tax regime and saving options.
  • You’ll receive a no-obligation independent report summarising your best options in black and white.
Expatra Alliance Premier Partner

Get In Touch

If you would like to take advantage of a free consultation, fill in the form below and we will put you in touch with the Holborn team.
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