Living Abroad Case Study
The Client
A retired client from London who lives partly abroad and in UK.
To provide tax advice to make sure they make use of all allowances available and future tax planning.
The Challenge
To improve on the service provided by the previous London based firm of Accountants, bringing all the strands of income together, including working with the IFA, and presenting information in a coherent and timely manner.
Our Approach
To be available when the client is in the country to discuss, advise and report within a short time span.
The Results
We improved communications and ensured our client maximised tax planning opportunities.
This led to more confidence and engagement with the services we offer especially when they were abroad.
Tax reporting and other correspondence with HMRC are now dealt with in a timely manner.
