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Need a Financial Advisor experienced in emigration!


sykestykes

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Hi Everyone

 

Can anybody recommend a Financial Advisor (preferably based in Yorkshire) who is experienced in overseas emigration?

 

There's so much to consider and I would fare better discussing it all face-to-face than over the phone, I think. :err:

 

Any advice gratefully considered,

 

Have a great weekend,

 

Mrs Tyke x

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Hi Mrs Tyke

 

Sorry but can't help you with a Yorkshire Financial Advisor. If it is regarding whether or not to move funds including savings and pensions then you may want to wait until you move over here to get proper advice as you don't want to move your pension fund (and then find you don't enjoy Australia and have to pay for it to be transfered back! It does happen.

 

For advice on Foreign Exchange see Foreign Exchange Specialists | HiFX plc as they seem togive good advice on this forum.

 

For Tax and Accounting Advice contact Alan Collett at Go Matilda - Your Gateway to Australia - Visa, Tax and Financial Planning for Australia who is a qualified UK and Australian Accountant who can steer you in the right direction.

 

I am always available for general advice on Financial Planning but specific advice requires a full fact finding process and written reports under Aussie Laws.

 

Hope this helps

 

Liam

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  • 1 month later...

Hi Liam,

 

I'm so sorry for not replying sooner, I didn't think anyone had replied!! :embarrassed:

 

Thanks for your advice, which was very much appreciated, I will keep a note of the details you have given. :notworthy:

 

Kind regards

 

Mrs Tyke

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