Pension transfers and financial planning
bdhSterling is a niche firm of financial planners with offices in the UK and in Australia.
They provide financial solutions to people who are relocating to other countries, and specialise in QROPS (Qualifying Recognised Overseas Pension Schemes).
If you are in the process of moving abroad or you are planning to emigrate, the licensed advisers at bdhSterling have the knowledge to ensure that your income, savings or investments are managed properly – both immediately and for the years ahead.
Their wide range of services, include pensions, and multi-currency investments, meaning you get all the financial guidance you will need in one place.
Forex and currency transfers
Halo Financial is bdh Tax’s trusted currency partner, helping clients save time and money when making international money transfers.
When making an international move it is important to consider your new currency and how you are going to take your money with you.
Halo Financial can guide you through this process, offering you bank beating exchange rates as well as free information and insights that align with your personal requirements so you can time your trades when the rates of exchange are at their best.
International money transfers
TorFX is bdh Tax’s trusted currency partner, assisting clients with their personal and business money transfers.
They can provide you with excellent foreign exchange rates and can manage your international currency payments for free.
Their goal is to connect clients with a uniquely dedicated service and ultra-competitive exchange rates whether they chose to trade online or over the telephone.
Property tax depreciation
Washington Brown is one of Australia’s most respected and established Chartered Quantity Surveying firms specialising in the field of property related tax deductions – including properties located outside Australia.
They offer tailored solutions to an extensive client base, including individual property investors.
Wills and Powers of Attorney
Moving to live in a new jurisdiction frequently results in a person having assets in the old country as well as the country in which s/he is now residing.
For example, many who move to Australia from the UK retain ownership of a let property in the UK, while also having assets in Australia.
In such circumstances it can make sense practically and from a cost perspective to have a Will in the UK that deals with UK assets, with a separate Will dealing with all assets save for those located in the UK.
In due course this will make the securing of probate by one’s executors easier, and less costly compared with the situation where there is one Will which has to be re-sealed in the other jurisdiction.
Our trusted associates at Hall & Wilcox Lawyers have specialists who can assist with the preparation of Wills in the UK and in Australia.
Mortgage finance in Australia
The Geelong Financial Group has been running for over 23 years, and they have great solutions for all clients – whether you are new to Australia, you are returning to Australia, or are already living in Australia.
They always aim to provide the highest level of finance and property support, with a view to best finance outcomes considering structure, products, and interest rate pricing.