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Tax Planning Services

Keep more of what you earn and have. Become more tax efficient.

Secure your financial future as a British expat with AHR Group’s tax planning services. Minimise your tax liability, maximise your returns, and plan for retirement with a personalised strategy tailored to your goals.

Start your journey towards tax efficiency today.

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Common Tax Planning Queries

I'm facing double taxation on my income and gains.

I'm confused about domicile rules.

What tax do I need to pay if I repatriate to the UK?

I need an evidence-backed tax opinion about my domicile status.

Tax Planning Services We Offer

Inheritance Tax

Expert cross-border inheritance tax advice for British expats offering advice on trust structures and asset protection.

Inheritance Tax Service

Tax Planning

Maximise your finances with our expert guidance on UK tax returns, residence tests, and more.

Tax Planning Service

UK Repatriation

Expert repatriation tax advice for British expats returning to the UK. Secure your wealth today.

UK Repatriation Service

Why AHR Group?

Cross-Border Tax Planning

We are a cross-border financial advisory service specialising in serving British expats and navigating the intricacies of cross-border taxation, ensuring that you comply with UK and local tax obligations while minimising your overall tax liabilities.

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Expertise in Expat Tax Planning

Our team of experienced tax advisers possesses extensive knowledge of UK and international tax laws, enabling us to provide accurate and relevant advice tailored to British expats.

We don’t just react to changes in tax laws; we anticipate them. Our proactive approach helps you stay ahead of the curve, allowing you to make informed decisions and optimise your tax position.

Our tax planning service considers all relevant factors, such as residency status, foreign income, tax treaties, and pension schemes, to provide a well-rounded and effective tax strategy.

 

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Fully Licensed and Regulated

We recognise the vital role of strict regulation and licensing in the tax planning industry. That’s why our advisers are all fully licensed and regulated to provide you with industry-leading and trustworthy guidance.

We work closely with regulators to ensure that our services are fully compliant and tailored to serve our clients’ interests best.

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Transparent Fees

We prioritise complete transparency when it comes to our fees. We understand that you want to know exactly what you’re paying for as you manage your financial future, so we clearly outline and explain each fee and what it covers.

This level of transparency helps build trust between you and your financial adviser, giving you confidence that you’re not being overcharged or taken advantage of.

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Financial Resources

Our Financial Resources help you to make informed decisions for your financial, tax and estate planning goals. Start learning today.

Explore Our Resources
5
Pension
Hub

Your go-to resource for all things related to pensions. Find advice on pension transfer, lifetime allowance and CETV.
7
Property
Hub

Unlock your full potential as a property investor; access invaluable strategies, expert tips, and advice from successful investors.
1
Tax
Hub

The Tax Hub is your go-to resource for expat tax planning advice. Expert insights for global tax efficiency and compliance for expatriates.
3
Investing
Hub

Explore our investment materials, gain valuable insights from industry experts, and elevate your investment knowledge.
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Financial
Calculators

Use our calculators to predict your tax liability, explore a pension transfer, and plan your estate to maximise your wealth.
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Financial
Guides

Written by our industry-leading financial advisers, our guides cover specific subjects on pensions, tax, property, and retirement planning.

Tax Planning FAQs

Tax planning is organising your financial affairs to optimise tax efficiency and minimise tax liabilities.

Tax planning is vital for British expats because they often face complex cross-border tax regulations due to their residence status, income sources, and investments in multiple jurisdictions.

Effective tax planning can help British expats navigate these complexities, ensure compliance with tax laws, and reduce the overall tax burden.

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AHR Group’s tax planning service offers tailored solutions designed explicitly for British expats.

By providing expert guidance and bespoke strategies, AHR Group can help British expats navigate complex tax regulations, minimise tax liabilities, and optimise their financial position.

AHR Group’s in-depth knowledge of expat tax issues ensures that clients receive comprehensive advice and support throughout the tax planning.

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Various tax planning strategies can be utilised by British expats living abroad, including:

  • Establishing tax residency in a favourable jurisdiction.
  • Utilising tax treaties to avoid double taxation.
  • Structuring investments and assets for tax efficiency.
  • Claiming available tax reliefs and deductions.
  • Optimising pension and retirement planning.
  • Planning for inheritance tax to ensure a smooth transfer of wealth to beneficiaries.

The most suitable strategies depend on an individual’s unique circumstances and financial goals. Seeking independent financial advice from a cross-border advisory is key.

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British expats can minimise their tax liabilities through effective tax planning by:

  • Understanding and adhering to the tax laws and regulations in their country of residence and the UK.
  • Leveraging tax treaties to prevent double taxation.
  • Taking advantage of available tax reliefs, deductions, and exemptions.
  • Structuring assets and investments tax-efficiently.
  • Regularly review and update their tax strategy to reflect changes in personal circumstances, regulations, and laws.
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