Siddalls has over 10 years experience in providing advice for people putting down new roots overseas. Our bespoke service has been designed to make moving your finances overseas as plain sailing as possible.

How we can help
We work with you while you are still in the UK. With our expertise in both the UK and Australian financial systems we will advise you on whether you should move your pensions and investments to Australia or leave them here in the UK. The process is easy and isn’t time consuming during a period when you have so much to plan and arrange.

What you get from us
Before you go we will work with you to produce a bespoke report on your finances. Once you are there, we recognise you have a lot to do and you need someone to assist with your finances. We can arrange for one of our Australian partners to meet you and take the hassle away so you can be assured of a seamless service when you arrive.

The benefits of planning
There can be tax benefits of making decisions quickly when you arrive, so using the time before you emigrate means you hit the ground running. The £ and Aus$ are constantly moving in value, changing the value of your pensions and investments on a daily basis. Currency dealers can provide you with ‘options to buy’ or notification of ‘prices’ but they cannot give you a financial strategy. Without a strategy your hard earned pensions and investments could be quickly and substantially eroded.

Transferring your pensions to Australia
Our team is fully up to date with both UK and Australian pension legislation. They will recommend how you can maximise your pension funds and minimise your tax on transfer. They look after all aspects of the administration both here and in Australia. On your arrival in Australia our partners take our recommendations and put them into action, ensuring that every aspect is covered for you.

Our special advisory team
All of our team are fully conversant with the UK and Australian systems, are fully qualified to give you advice and receive regular training to ensure that they are up to date with the latest legislation. All of their work is quality checked to ensure that all your needs and objectives are met and therefore you can be sure we are best placed to provide you with all round expertise, which will be delivered in a easy to understand, jargon free manner.

Contact us for more information
Tel: +44 (0)1329 239111
Email: enquiries@siddalls.net
Web: www.siddalls.net