INDEPENDENT FINANCIAL ADVICE FOR EXPATS LIVING IN JORDAN
Jordan is has a rich history and culture. Despite its proximity to Iraq, Israel, Palestine and Syria, Jordan is a peaceful country that embraces both old and new culture.
As a result, it has a well-established expat community. There is a high demand for expat professionals amongst construction and engineering firms.
The country has a high quality of life with world class healthcare facilities. There is the enduring appeal of its historical sites such as Petra and Wadi Rum. Jordan is generally considered to be the safest country in the middle-east.
If you’re an expat looking for independent financial advice in Jordan then we can provide you with the right support and guidance to optimise your long-term financial planning.
INDEPENDENT FEE-BASED ADVICE FOR BRITISH EXPATS IN JORDAN WITH UK ASSETS
If you’re a British expat in Jordan with assets in the UK then you need a clear picture of how to manage them. Living overseas presents complications with investment management, generating income, managing currency fluctuations, protecting capital and understanding tax obligation both in your own lifetime and when you pass them on upon your death.
We provide advice to assess all of your assets and the optimise them to manage all of the concerns mentioned above.
Contact us via the form below if you want a free and confidential meeting about your situation
ADVICE ON UK PENSIONS FOR EXPATS IN JORDAN
If you’ve spent a significant part of your career working in the UK then it’s probable that you’ll have accumulated pensions either in the form of defined contribution pots or defined benefit final salary pensions.
We give advice on UK pensions for British expats in Jordan. Unfortunately many British expats in Jordan have been badly advised in the past and transferred their UK pensions into Qualifying Recognised Overseas Pension Schemes (QROPS) in jurisdictions like Guernsey, Malta and Gibraltar. The majority – probably 99% – of these were done unnecessarily and could actually leave you worse off from a tax perspective.
For more specific guidance on UK pensions for expats in Jordan check out our articles further down this page.
FINANCIAL ADVICE FOR US EXPATS
US expats and US connected persons face challenges with regard to their investments as many financial institutions simply won’t allow U.S. connected persons to hold investment products and increasing numbers of U.S. financial institutions are closing brokerage accounts for U.S. connected persons with overseas addresses.
The U.S. Foreign Account Tax Compliance Act (FATCA) has paved the path for subsequent and more global regimes, notably the Common Reporting Standard (CRS).
Providing correct advice to US expats is just one area in which we specialise. For a free and confidential meeting about your situation, please contact us via the form below.