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Riyadh

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

Events • Understanding 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. 

“Michael Yuille has been great to work with in planning my retirement. He's been very attentive and offers sound financial advice. Michael's assistant, Strawberry Palacio, has been helpful with good communication and assisting me in establishing my account.”

A Webster

08, May

“I want to recommend Hoxton and in particular, Bernadeth Tagadtad and Bhavin Vaja who have helped me transfer my UK pension to Australia. It was a long and complex process and I could not have managed without them. They did everything possible to make the process run as smoothly as it could.”

J Ross

08, May

“Two years plus with Rob of Hoxton Wealth has provided dividends in the value of my pension. I have found Rob and Lea most friendly, capable and efficient”

T Moore

06, May

“I have been working with Richard Cawley and Lalith Mangalarapu at Hoxton for the last few months on the best way as an Australian citizen to access my US401K plan. They have listened, understood what I'm after, given great advice and suggestions and put me in touch with tax experts as well. I spoke to quite a few other firms before finding Hoxton, and I did not progress those conversations. Richard and Lalith are very easy to get along with and I feel we work well together as a team.”

B Moncrieff

05, May

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