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Riyadh

Understanding UK Tax, Retirement & Succession Planning for Expats in Saudi Arabia

EventsUnderstanding UK Tax, Retirement & Succession Planning for Expats in Saudi Arabia

  • Retirement Planning
  • Estate Planning

Hoxton Wealth recently hosted an exclusive seminar in Riyadh, Saudi Arabia, specifically designed for UK citizens residing in the region. The event focused on providing valuable insights into UK tax regulations, retirement strategies, and succession planning tailored for expatriates.

Attendees gained expert guidance on managing their UK financial affairs while living overseas and preparing for a future return to the UK. Hoxton Wealth’s Tax and Financial Planning experts shared practical advice and strategies to effectively manage their UK financial obligations while living abroad.

The seminar covered various essential aspects, such as optimizing tax efficiency, structuring retirement plans to meet long-term goals, and ensuring that succession planning aligns with both UK and international laws. The experts also discussed the steps UK expatriates should take when preparing for a future return to the UK, highlighting the importance of early planning to secure a smooth financial transition.

  • The Agenda

    • Overview of UK tax laws for expatriates
    • Understanding UK inheritance laws and estate planning
    • Techniques for wealth transfer and optimizing inheritance
    • Planning for a smooth repatriation of your asset portfolio
    • Tax implications of repatriating your wealth
    • Utilizing tax-efficient vehicles for repatriation
    • Understanding international tax treaties and agreements
    • Key legal and financial considerations when returning to the UK

Our Speakers

Thomas Goldie

Senior Wealth Manager

Thomas has over 9 years of experience within the financial services industry and is one of the Senior financial advisers at Hoxton Wealth.

Thomas has qualifications across multiple jurisdictions and advises a large client base across the Middle East, Australasia, Asia, and Europe. 

Mark Routen

Head of Tax

Mark brings over three decades of taxation expertise, initially with the Inland Revenue (now HMRC) and later with prominent accounting firms. Transitioning to entrepreneurship, he founded his own company, specialising in expat tax planning, with extensive experience in India and Hong Kong.  Joining Hoxton in 2021, he spearheads the in-house tax division and is a distinguished member of the Chartered Institute of Taxation. 

“Michaela always listens to what we say, explains everything such that even financial illiterates like ourselves are comfortable.”

Hamish Gale

06, February

“It’s been a pleasure dealing with Tom and the team from Hoxton Wealth. Tom has been incredibly helpful, providing a lot of clear information..”

Tim Brinton

06, February

“Further to my earlier review Hoxton responded very quickly. I had a long video call with CEO Chris Ball who dealt with all my points to my full satisfaction..”

Mike

24, January

“Since becoming an "expat" 6 years ago, I chose the services of Hoxton Wealth over the many other establishments available..”

Wayne Marshall

29, January

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