Other Services For Expats

Trewtax Services are aligned with qualified and regulated partners who are able to provide guidance with various aspects of expat financial planning.

They are regulated by the FCA (Financial Conduct Authority) and comply with UK finance rules and regulations.

Investment Advice

Whether it’s regular monthly savings, investing lump sums or providing ad-hoc advice, our partner can help with any financial issue.  This includes :

– Pension and retirement planning advice.

– Insurance.

– Inheritance Tax.

– Equity Release.

– Specific support for high net worth individuals.

– Mortgages.

– Foreign currency exchange.

Estate Planning

Our external partner is a member of the Master Guild Of Will Writers and provides expert help with all aspects of estate planning, including :

– Will preparation.

– Lasting Power of Attorney.

– Family trusts and wealth preservation.

Business Tax

All aspects of business tax and accountancy support is provided by an external partner whom we highly recommend.   These services include :

    – Whether it is better to set up as a sole trader, partnership or limited company.

    – Bookkeeping requirements and financial reporting obligations.

    – Registering your business with Companies House and HMRC.

    – Financial planning, cash flow forecasts and budgeting.

    – Banking and insurance.

    – Account preparation including business tax return completion.

To access these services contact Trewtax today, details of which are below.