Independent financial adviser
Plan your finances around your life overseas
Buying a home abroad or preparing for an international move can affect more than your property plans. Retirement, investments, savings and tax considerations may all form part of the bigger financial picture.
Remy Hart provides tailored financial planning across investments, fixed-interest savings, retirement planning, tax planning and international opportunities, with strategies built around individual goals and circumstances.
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Financial planning for an overseas move
Moving abroad can change your long-term priorities. You may be reviewing when you want to retire, how savings are structured, what you want from your investments or how an international lifestyle could affect your wider finances.
Remy Hart’s approach is centred on understanding individual financial goals and matching planning strategies to those objectives and to the level of risk a client is comfortable taking.
For a Your Overseas Home visitor, that gives you an opportunity to consider your property and relocation plans alongside the financial decisions that may support your longer-term life overseas.
Why choose Remy Hart?
Planning built around you
A personalised approach, with financial strategies aligned to individual goals, needs and attitudes towards risk.
International perspective
The service has an international focus, including global investment considerations, international taxation topics and citizenship-by-investment planning.
Several areas considered together
Retirement, savings, investments and tax planning can be considered as connected parts of your wider financial plans rather than isolated decisions.
Long-term financial focus
The planning approach focuses on longer-term financial objectives, which can be particularly relevant when retirement or an international move is part of your plans.
Retirement planning
Prepare your finances for retirement overseas
If living overseas is part of your retirement plans, it makes sense to consider the financial side well before the move itself.
Remy Hart provides retirement planning designed around individual long-term goals. They consider areas such as expected retirement needs, investments, pensions, budgeting and the need to review plans as circumstances change.
This can help you approach an overseas retirement with a clearer understanding of how your wider financial plans fit around the lifestyle you are working towards.
Investments and savings
Review how your money fits your future plans
An international move may be a useful point to review whether your existing investments and savings remain aligned with your financial objectives.
Remy Hart offers investment planning tailored to individual needs and risk tolerance, alongside fixed-interest savings planning for people looking at how different parts of their finances can contribute towards longer-term goals.
The appropriate approach will depend on your circumstances, objectives and attitude towards investment risk.
International tax and citizenship considerations
Living, investing or holding assets across different countries can introduce additional financial questions. Remy Hart includes tax planning within its stated financial planning expertise and publishes guidance covering topics such as tax residency, double taxation and international tax considerations.
Citizenship-by-investment also forms part of the services presented by Remy Hart for clients considering international opportunities. Eligibility, tax treatment and programme requirements vary between jurisdictions and need to be considered according to individual circumstances.
How Remy Hart can support your plans
The right areas to consider will depend on your own circumstances, but your discussion may include:
- Reviewing your longer-term retirement objectives
- Considering investment goals and your attitude towards risk
- Looking at fixed-interest savings as part of wider financial planning
- Discussing financial planning in the context of an international lifestyle
- Considering relevant international tax-planning questions
- Exploring citizenship-by-investment where appropriate to your circumstances
Planning a move overseas?
Discuss how your retirement, savings, investments and wider financial plans fit around the life you are planning abroad.
What clients say
Remy Hart publishes client testimonials covering international investments, retirement planning, tax planning and wider financial decisions.
★★★★★
Working with Remy Hart has been a game-changer for my financial future. Their team guided me through the complexities of international investments and citizenship by investment opportunities with unparalleled expertise. Thanks to their tailored strategies, I’ve not only secured a sound financial plan but also opened doors to global opportunities I never thought possible. The clarity and confidence they’ve provided me are invaluable. Remy Hart is truly a partner in achieving my financial and lifestyle aspirations.
John Mitchell
★★★★★
Remy Hart’s client-centered approach truly sets them apart. They took the time to understand my unique needs and provided personalized retirement and tax planning solutions that fit perfectly. Their dedication to my success and their exceptional support have made a significant difference in my financial journey.
Maria L.
★★★★★
The professionals at Remy Hart offer unparalleled expertise and support. Their extensive network of financial and legal experts helped me make informed decisions about my investments and estate planning. I appreciate their high standards of advice and their commitment to my long-term success.
David K.
Get your financial plans moving in the right direction
Whether you are preparing for retirement abroad, reviewing your investments or considering how an international move fits your long-term finances, start by discussing your plans with Remy Hart.
The information on this page is general information only and does not constitute personalised financial, investment, tax, legal or immigration advice. The suitability of any financial strategy or international arrangement depends on your individual circumstances.