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FINANCIAL ADVICE FOR BRITISH EXPATS

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Not sure what to expect with regard to your UK State Pension?

 

Are you up to date with your National Insurance Contributions?

Did you know that Brits working abroad can make National Insurance Contributions at a fraction of the cost of those employed in the UK?

To learn more about how we can help you get the most out of your UK State Pension, and receive the maximum retirement income of up to £11,492 per annum (2024/25 State Pension Rates), get in touch via the contact form below or use the link below to book in for an introductory appointment.

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LINC Private Solutions are an Expat and High Net Worth focussed division of Synergy Financial Advisors, Singapore’s 4th Largest Wealth Management business (MAS License No. FA100050) and Synergy IFA, Malaysia.

LINC’s advisers are highly experienced Financial Professionals who have been advising Expats in Singapore and SE Asia for over 20-years. An initial consultation encompasses the following key steps:

 

  1. Financial Planning - We complete a number of exercises to quantify key client goals and outline savings and investment trajectory required to achieve them, using Cash Flow Modelling tools to create a clear visual illustration of the road to achieving the financial future you desire.

  2. Tax Mitigation - How can we best structure your investments to reduce exposure to taxation in your current and future locations e.g. expats returning to more highly taxed locations.

  3. Portfolio Design - Using a combination of our Investment Research Team's expertise and external partners to grow your money in a carefully curated, risk rated environment.

  4. Planning for the unknown - What contingencies and insurances need to be put in place to ensure we hope for the best but plan for the worst?

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What other services do you provide?

 

We are LINC provide a broad range of Financial Services including but not limited to:

 

  • Investment Selection and Portfolio Management using ETFs, Mutual Funds and Hedge Funds

  • Discretionary Fund Management - using some of the World’s best regarded asset management firms to manage portfolios of direct stocks, bonds and funds on a Discretionary basis

  • UK Pension Advice

  • UK Inheritance Tax and Estate Planning

  • UK ISA Advice

  • UK Tax Planning - often relevant for those with an existing British Financial Footprint or those who may move to the UK at any stage in the future - e.g. relocation, retirement

  • Australian Tax Planning - we can often build tax credit in anticipation of a future move to Australia meaning there is often value in talking to us up to 10-years before you move;

  • US Tax Planning

  • US Compliant Portfolio Design including full IRS / 1099 Reporting

  • Financial Planning on Portfolio Management Services to clients from Europe, Asia and around the World.

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