+63 929 2909788

Getting your expat finances right

International financial advice and tax management strategy

Key considerations for new expats are tax management, how to invest as an expat, understanding cross-border tax obligations and taking advantage of any international opportunities in addition to lower income tax.

The Capital Associates team excels at understanding our clients investment needs, offering reliable support, clear advice and financial planning when they are changing their country of residence and international tax plans within the expats market including what tax rules apply, the ideal strategy for non-domiciled individuals, knowledge of unique opportunities available, estate planning, investments, pensions and mortgages.

Does your home country have a Double Taxation Agreement (DTA) with your new country of residence?  Tax rules differ from country to country and there are three types of domicile relevant to international tax advice. However, you will definitely need to notify tax authorities that you plan to have a new country of residence whatever your country of origin to avoid paying tax twice on income and investments.

Pension specialists

Our pension specialists can help you with state and work pensions, your overseas arrangements, managing exposure to inheritance tax, deciding if transferring and reframing your pension scheme is the best step for you to unlock tax benefits.

As an expat the tax efficiency of your investments and any property can be more complicated and needs to be checked. To make things easier and more affordable, you can check out the property market and arrange a mortgage in your new country of residence remotely with the help of experts and via a local mortgage broker. Also, compared to non-expats you will benefit from access to unique financial opportunities and can taking advantage of offshore banking.

Estate Planning

With regards to Estate Planning and your new country of residence we advise you to get a new Last Will and Testament drafted. For example, through the DIFC Wills & Probate Registry, expats can get wills drawn up in international common law.

We are fully qualified to assist our clients to plan their financial future, meet tax obligations and to understand international tax exemptions.

What we do

  • Investments
  • Pensions Planning
  • International Estate Planning
  • International Tax Advice
  • Existing Fee Analysis
  • Mutual funds Investments
  • Notes & Bonds
  • Personal 1 to 1 Planning
  • ETFs
  • QROPs
  • SIPPs

Get in touch

We would love to hear from you, so please get in touch for an informal chat or to book an appointment.

Please feel free to call us on: +Tel: +971 2 3090407 or click below

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