We’d like to remind Forumites to please avoid political debate on the Forum.

This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!

I think we need some Independent Advice!

......the question is - where to go for that advice? I would appreciate any thoughts from people on here.

You may have seen my thread in the "pensions and retirement forum". But the situation is broadly as follows:

I am a UK national living in Germany and have done for the last 12 years. Aiming to retire in 2-3 years and then relocate back to the UK. I have a decent amount of money in pensions and savings (with a mixture of investments) and want to make sure that when we relocate we do so in a tax efficient manner. Therefore my need is for advice from a firm / someone that has international understanding.

To be honest my knowledge of investments is ok but my knowledge of UK tax is poor!

Any thoughts?
Money won't buy you happiness....but I have never been in a situation where more money made things worse!

Comments

  • atush
    atush Posts: 18,731 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    So you need an IFA or tax specialist. Maybe one who handles offshore/expats. So you could look at unbiased.co.uk or contact a firm offshore somewhere like the IOM.
This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 352.5K Banking & Borrowing
  • 253.7K Reduce Debt & Boost Income
  • 454.4K Spending & Discounts
  • 245.5K Work, Benefits & Business
  • 601.4K Mortgages, Homes & Bills
  • 177.6K Life & Family
  • 259.4K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16K Discuss & Feedback
  • 37.7K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.