Relocating to
the UK

If you are planning to relocate to the UK, our distinctive, end-to-end solutions are here to relieve the pressure that uncertainty around your finances can cause.

Relocating to
the UK

If you are planning to relocate to the UK, our distinctive, end-to-end solutions are here to relieve the pressure that uncertainty around your finances can cause.

Patterson Mills Financial Planning UK

patterson mills financial planning

We are pleased to inform you that our comprehensive service can continue, no matter your location or stage of life. All of our Clients can benefit from UK regulated, independent financial planning with the same high levels of service.

With Patterson Mills Financial Planning UK, we are able to offer distinctive end-to-end solutions that will provide you with a hassle-free, smooth transition for your relocation.

We believe that you are more likely to succeed in life when you have a plan, and the same applies to managing your money.

It is important to be aware that that any financial adviser firms situated outside the UK would usually be unable to accommodate your financial management needs once you become a UK resident. This is the case regardless of whether the investments you have abroad are to remain in place, or you plan to transfer things to UK-based options.

The rare exception would be if an international adviser firm has UK regulatory licensing already in place.

Important Financial Protection

Extreme care should be taken if your existing overseas adviser suggests that you can continue to be advised by them once you are back in the UK. In particular, you will not benefit from financial protection as you would be if you were to receive advice from a UK-based and regulated adviser firm. These important protections include the:

1. Financial Services Compensation Scheme (FSCS)

2. Financial Ombudsman Service (FOS)

3. Professional Indemnity Insurance (PII)*

*cover that the adviser firm must have to adequately protect its UK clients in the event of a financial loss being deemed due to advice given.

Regrettably, we have come across overseas adviser firms that are unaware of the above rules and regulations, and who continue to try to advise returning UK resident clients. Newly returned UK resident clients may be advised, even if inadvertently, to contravene some UK tax rules and regulations, potentially incurring the wrath of HMRC in so doing!

Specialist Advice Solutions

Fortunately, whether or not you are a current client of Patterson Mills, we can offer you the right advisory solution if you are relocating to the UK.

This is because of our UK based firm, Patterson Mills Limited, along with our EU partners. This connection, combined with our additional knowledge of the UK-centric offshore centres (e.g. Isle of Man, Guernsey, Jersey) means that:

  • Your overseas investments can be updated to take advantage of UK offshore taxation rules for international investment products
  • Your investments within the relevant products you may have can be updated in-line with your risk profile and ongoing evolving objectives
  • Our distinctive investment management approach can help you decide how best to run your overseas investments with full tax transparency as needed

Secure your financial future, today.

Whether you are still overseas, or have already arrived in the UK, we can help. Due to our regulated international links, we can review what you have in place before you leave and make recommendations so that you can plan your preferred next steps when in the UK.

Our solutions, as always, are aimed at keeping your costs down, investment performance up and to ensure you benefit from qualified, regulated advice in the relevant jurisdiction.

To find out more, e-mail to info@pattersonmills.ch or complete our contact form here. You have nothing to lose and potentially lots to gain.

Secure your financial future, today.

Whether you are still overseas, or have already arrived in the UK, we can help. Due to our regulated international links, we can review what you have in place before you leave and make recommendations so that you can plan your preferred next steps when in the UK.

Our solutions, as always, are aimed at keeping your costs down, investment performance up and to ensure you benefit from qualified, regulated advice in the relevant jurisdiction.

To find out more, e-mail to info@pattersonmills.ch or complete our contact form here. You have nothing to lose and potentially lots to gain.

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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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