Leor Phillips

I offer FREE consultations in order to help individuals and families living abroad, structure and manage their financial affairs in the most cost effective and tax efficient manner. Knowledge of local and international products and taxes enables me to deliver truly valuable and independent advice. 

Although moving abroad can offer tremendous career and lifestyle benefits, the life of an international expatriate or professional can create significant challenges for individual financial planning and management.

Consider that many of the financial structures you establish, insurance products or personal pension plans for example, are often not fully portable or suitable in other countries or jurisdictions. Life is dynamic and one should adjust accordingly but with moving from one country to another it is not easy!

Perhaps you could benefit from one of the following areas:

• Mortgages
  
• Foreign exchange transactions
• Worldwide Health Insurance
• Saving plans and Pension planning
• Portfolio and wealth management
• Tax and Estate planning
• Alternative investments
• QROPS
• International and Offshore Banking

For further information please feel free to contact me and ask to benefit from a free consultation. At the very least it will afford you the peace of mind that your finances are healthy and suitably structured.