Our guide to helping clients move abroad

For clients preparing to move abroad, the ‘to-do’ checklist can seem endless. Getting their financial affairs in order can become a particular strain. Luckily, they have a trusted adviser to help them. But what exactly can you, the IFA, do to make this process run as smoothly as possible? Steve Carruthers, managing director of Blevins Franks, an integrated tax planning and wealth management service, says the key for advisers is understanding the jurisdiction in terms of insurance, tax and pension allowances. You need to know what policies, such as life insurance, can continue as no...