Helping you to move with financial peace of mind

We proudly provide continued support and advice to our clients, wherever they are in the world, ensuring your assets are protected.

Professional Repatriation Solutions

Whether it is a temporary move to the UK, or returning there permanently after living abroad, changing residency can be stressful and must be planned for. Ensuring your finances are structured correctly for the complex UK tax system prior to any move is essential.

As an expatriate you will understand the importance of your residential status, domicile and the relevant legislation. Unfortunately, most UK-based financial advisers are not familiar with or experienced in dealing with assets abroad.

At PLU Financial, our advisers are accomplished specialists in this field, and our advice continues once you’re back in the UK.

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Helping You and Your Move

Supporting Your Move

We understand that legislation and taxation are likely to be one of the last things on your mind when moving to the UK. We pride ourselves on supporting your move in a hassle-free manner, supporting you throughout your journey.

Leaving Your Country of Residence

When leaving your country of residence, you might be subject to exit taxes, which vary depending on where you are in the world. Our team will make you aware of the required advice for your circumstances.

Understanding the Benefits of your Expat Status

If you are planning to return to the UK, our team will be able to explain the benefits of your status and the financial products you hold. We will take you through a straightforward process to ensure you get the most benefit from your move.

Short-Term Relocation

Our knowledgeable and versatile experts can tailor their advice to your specific needs, ensuring that you receive useful advice that’s suitable for your unique circumstances.

Timing Your Residency

Depending on when you move to the UK, the benefits of changing residency will vary. Our advisers will help you understand the benefits of timing your residential status to help simplify any reporting and legal requirements.

Achieve your goals in 4 simple steps

1

Contact Us

Contact us via phone, email, or our website. Our team ensures personalised service, matching you with a dedicated adviser for comprehensive financial guidance.

2

About You

Following your free consultation, we will prepare a financial plan aligned with your profile and goals. Every part of the process will be easy to understand and fees will be fully explained.

3

At Your Service

When you are ready to proceed with your financial plan, we will start the onboarding process. Your adviser and the team will update you during the secure application process.
4

Welcome to PLU

We will deliver an excellent and professional service for the long-term. Your adviser will provide continuous support, updates and regular reviews so your plan stays aligned to your goals.

Benefit From Continuity of Advice

At PLU Financial, our team is experienced with temporary and permanent moves to the UK and other jurisdictions. Our team will advise you through the process of repatriation and help you sort out your finances with confidence.

You will be working with a capable adviser and have a single point of contact who can cover all the essential financial aspects of your move. Clients will be in experienced hands throughout the moving process when they work with our team.

Where Next?

Wealth Management

Providing a comprehensive approach to managing your finances. Forming strong, lasting relationships that help you achieve your goals and financial wellbeing.

Pension Advice

Your best interests are our priority. Our advice on your pension will be clear, trustworthy and jargon-free, ensuring that what is best for you is central to what we do.

International Financial Planning

Supporting our clients, wherever they may be. If you’re living abroad, our team will be there to aid you at every turn.

Retirement Planning

Putting your retirement needs first. A key part of retirement is being able to relax and enjoy the fruits of your labour.

Inheritance and Succession

When it comes to inheritance and succession planning, it’s vital to have a clear understanding of the laws and legislation that impact your wealth, which is where our experts can help.

Tax Planning

Understanding your financial situation and how that impacts your tax liabilities is central to the advice and tax planning services that we deliver.

Repatriation Services

We proudly provide continued support and advice to our clients, wherever they are in the world, to ensure that their assets are protected.

Providing continued support and advice to clients wherever life takes you.