Many expats have requirements for planning in their home countries, either because they still have assets there or because they plan to return there. BMP Wealth managers have extensive experience of the tax and planning issues relating to specific countries.

UK expats

  • UK succession planning / Inheritance Tax planning
  • Planning for returning to the UK and tax optimisation.
  • UK property review, optimising your UK property holdings
  • UK pension review

Australian expats

  • Onshore Superannuation management
  • Offshore superannuation and investment management
  • Australian insurance options

French expats

  • Investment planning and Assurance Vie
  • Pension planning using Hong Kong ORSO schemes