Wealth Services for British Expatriates in Dubai

Living in Dubai offers a significant opportunity to build and preserve wealth, without exposure to the demands of the UK’s tax rules. The creation of wealth can happen for many reasons, but is usually the result of time, hard work or because of a windfall or inheritance. The next step in protecting that wealth is to ensure that your capital is carefully managed, with consideration of risk, how quickly you may need to access your funds and both long and short term goals. This approach is the cornerstone of how we help you structure your investments and maintain the value of your capital. At the heart of our work is a highly professional ethos – developed over many years and globally recognised through our position as an award-winning independent financial adviser.

The Impact of Living Longer

For a number of reasons, including medical advances and lifestyle choices, many people are living longer. As a result a well thought through, sensible and robust strategic financial plan is more important than ever. Our team in Dubai has many years of experience in helping expatriates find the right solutions to nurture wealth and preserve capital for the future. Together with your personal adviser, time will be spent understanding your investment and asset aims, pension requirements, attitude to risk, personal preferences about investment options and family circumstances. This information can then be intelligently applied to provide you with the options available, whilst building some resilience into your plans.

Planning for the Future

This process of financial planning is particularly significant if you are building your career and life in Dubai, or have a family to support. If this is the case taking a mid to long-term view on your financial circumstances, putting in place suitable income protection and choosing the right pension provision are also important considerations.

School Fees

Living in Dubai can still mean that you have close ties with the UK, either due to family, a home or property or if you choose to educate your children ‘back home’. School fee planning has become a significant consideration for expatriates, and we can help advise you about how to plan for any investment in your child’s education so that a UK based school or university can be an option, if needed.

Long Term Considerations

Financial planning encompasses many aspects of your life, so as well as the areas noted above it is important to think about the estate planning implications, such as Inheritance Tax, when it comes to your wealth. Doing this can help ensure that your assets are well structured, properly managed and can be suitably administered as and when you need to pass your wealth on efficiently.

It is important to keep up to date about the factors which influence investment decisions, so we have created a series of articles on the key themes which we believe will play an increasingly important role in the year to come.

To discuss how we can help you with any element of wealth planning please get in touch on 00 971 (0)4 389 4900 or info@thefrygroup.ae.

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