International, offshore pensions, investments, tax and expat financial advice.
When you see this: = guidance notes/videos in the quotation form to help you complete your fee quotation.
1 X Person Package: Leaving the UK will involve dealing with HM Revenue and Customs and the Department for Work and Pension is closing off your affairs.
You can do this yourself but it does takes time. HMRC's Centre for Non-Residents has significant backlogs and it may prove easier for us to help you rather than you making lengthy international calls and waiting in call handling queues to try and get matters sorted, particularly if you are the other side of the World. We will deal with:
We will secure information to protect your UK State Pension entitlement and also to include completion of relevant tax forms for leaving UK, to work towards non-UK Resident status with HMRC, to deal with HMRC non-resident landlords scheme forms (if applicable) and to put you in a position to be able to achieve full non-UK Ordinarily Resident status (if applicable).
More than one person? If both you and your partner are leaving the UK, you can select the number of people 'leaving UK' required as 2 if your partner also needs the same.
Before you leave the UK, you may also wish to think about: Wills (for UK Assets) and Existing Policy Reviews and Tax Returns.
Expat Buy to Let or Home Mortgage/Remortgage on UK Property. Clear Credit History Residential Mortgage - Research, Placement and Installation to Completion.
Stage 1: Mortgage Research
Stage 2: Application (if we make the application for you)
To complete full application and supporting documentation, to submit our verification/certification (where required) of your affordability and suitability of the mortgage and to confirm to the lender, that we have given advice to you and we consider you acceptable to the lender and meet its lending criteria. We will deal with your lender, your legal advisers and any other interested parties.
Fees are discounted up to 25% depending upon how you wish us to work. There are four low cost, fixed fee options: two options where you pay our fees upfront and two options where only the research fee is required upfront.
50% Procuration Fee Rebate - Some lenders but not all may pay us a procuration fee (similar to commission) on completion of the loan. We will usually retain 50% of any procuration fee paid to us and 50% will be allocated back to you in the form of refunding any upfront fees already paid to us by you and/or offset against fees outstanding. By way of example, some lenders pay procuration fees of 2% of the loan e.g. Loan £50,000, procuration fee £1,000. £500 would be retained by us and £500 would be allocated to you to pay for any outstanding fees or refunded against fees already paid by you.