Tax planning solutions tailored to your needs.

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

Effective Tax Planning Solutions

Our team of financial planners, many of whom are expats themselves, are here to guide you through the ins and outs of the taxes you might encounter in your country of residence and home country (like the UK). We’ll work with you and our partners to find ways to reduce or even eliminate tax burdens.

What sets us apart is our in-depth understanding of the fiscal, legal and regulatory landscapes in each jurisdiction where we operate. We pride ourselves on constructing financial solutions that not only protect but also enhance our clients’ long-term financial wellbeing.

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Covering All Aspects of Tax Planning

Double Taxation Avoidance

Many countries have agreements in place to prevent individuals from being taxed on the same income in multiple jurisdictions. Our team can advise you on how to take advantage of these rules and regulations.

Cross-Border Tax Issues

Some countries offer favourable tax environments such as no or low tax for retirees or low corporation tax rates for companies. Our partners can advise on how to take advantage of these rules and regulations.

Structuring Investments
For our clients in Europe, we often explore tax-compliant solutions in tax-neutral jurisdictions. Our goal is to maximise tax efficiency whilst offering cross-border flexibility and portability, accommodating changes in your location over time.
Timing

Timing can be critical in international tax planning. Delaying or accelerating transactions can have implications when considering taking income, realising capital gains or receiving dividends. Understand how this aspect of financial planning impacts your circumstances.

Compliance and Reporting

International tax planning includes ensuring compliance with local tax laws in all relevant jurisdictions. Failure to comply can result in fines, penalties and legal issues. Get help and advice from the team and our partners to ensure you are on the correct side of legislation.

Non-Residency Rules
The spotlight on the resident status of British expats has been growing in the past decade. Claiming UK non-residence is trickier now, especially with recent legislative changes and high-profile tax cases. It’s crucial to safeguard your residency status to steer clear of unnecessary UK tax charges.

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.

Tax Planning Made Easy

Tax planning can be an intimidating topic for many, but it’s a process made simple with PLU Financial. We tailor our approach and advice to our clients, ensuring that they are provided with optimal solutions for their financial situations. Our advisers understand that international cross-border tax planning should always be conducted in accordance with local tax laws and regulations with full transparency to the tax authorities.

It is important to note, while tax planning is a legitimate practice, aggressive tax avoidance or evasion can lead to legal consequences. International tax planning also considers the potential risks associated with certain strategies, including audits, changes in tax laws and the ever-evolving international tax standards.

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.

Our team take an all-encompassing approach when working with clients, and our expert partners are integral to this service.