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If you have moved or are are planning a move from the UK, find out what opportunities await you below.
If you have moved or are are planning a move from the UK, find out what opportunities await you below.
If you are considering leaving the UK to work or live abroad, it is important to note that your current UK financial adviser will no longer be able to accommodate your financial management needs, once you are no longer a UK resident.
This is the case, regardless of whether your investments already sit in the UK before you depart, or if you plan to return to the UK after a temporary contractual employment service abroad.
The rare exception would be if a UK Adviser Firm has special overseas regulatory permissions from the specific Regulator of the Country to which you have moved.
Note: As the UK has completely left the EU, freedom of movement no longer applies, and the UK is now regarded as a ‘third country’. Due to this, UK citizens visiting the EU are restricted to 90 days in any rolling 180-day period and, to stay longer, must apply in advance for a visa and/or residency permit.
If you are considering leaving the UK to work or live abroad, it is important to note that your current UK financial adviser will no longer be able to accommodate your financial management needs, once you are no longer a UK resident.
This is the case, regardless of whether your investments already sit in the UK before you depart, or if you plan to return to the UK after a temporary contractual employment service abroad.
The rare exception would be if a UK Adviser Firm has special overseas regulatory permissions from the specific Regulator of the Country to which you have moved.
Note: As the UK has completely left the EU, freedom of movement no longer applies, and the UK is now regarded as a ‘third country’. Due to this, UK citizens visiting the EU are restricted to 90 days in any rolling 180-day period and, to stay longer, must apply in advance for a visa and/or residency permit.
Extreme care should be taken if your existing UK Adviser suggests that you can be advised whilst abroad. In particular, you will lose all financial protections in place when receiving advice from a UK-based and regulated Adviser Firm. These include the:
*Cover that the Adviser Firm needs to have to adequately protect its UK Clients in the event of a financial loss being deemed due to advice given to you
Fortunately, whether or not you are a current client of Patterson Mills, we can offer you the right advisory solution for those moving to the following countries and more:
This is achieved through our various agencies, from which the result is:
Our solutions are aimed at keeping your costs down, investment performance up and ensure you benefit from qualified, regulated advice in the relevant jurisdiction.
Whether you are flying away shortly or even in the planning stage, get in touch with us for an initial no-obligation discussion. You have nothing to lose and potentially a lot to gain.
Patterson-Mills Sàrl is powered by Lawsons Network and operates as an Appointed Representative. We benefit from their regulatory infrastructure and cutting-edge software, enabling us to safeguard and enhance your wealth. Lawsons Network AG, Company No. CHE-394.490.386, Rue Neuve-du-Molard 19, 1204 Genève, Switzerland. Lawsons Network AG is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA – 37795), a member of the Client Advisors register at Association Romande des Intermédiaires Financiers (ARIF – 32974) and affiliated to Organisme de Surveillance pour Intermédiares Financiers & Trustees (SO-FIT) as an SRO – Affiliate No. 1202.
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