SJP Repatriating to the UK

Returning to your home country after a period of time overseas requires careful consideration and planning.

Returning to your home country after a period of time overseas requires careful consideration and planning. Ensuring that your affairs are in order and that your finances and investments are administered efficiently is of paramount importance. Additionally, it is important to also understand the tax implications that could affect you and your assets in the repatriation process.

Ideally, we recommend you seek professional financial advice at least 12 months prior to your intended return. In the lead up to your departure, there are many considerations that come into play such as surrendering investments at the wrong time or arranging them in an inappropriate manner which can lead to significant and unexpected tax consequences. Furthermore, it can take considerable time to restructure investments (if it is appropriate to do so), and it is essential to review existing arrangements to ensure their continued tax efficiency.

We want to help you understand, and be aware of some of the most complicating financial implications so that you can continue to grow and preserve your financial assets.

Answer a few simple questions and receive a report with a compilation of questions and answers to some of the most commonly asked questions by our clients who had undergone the repatriation process.  Download it to find out more.

Download the report here

"Planning is key to successful and financially efficient repatriation"

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.