Expat Solutions

Living and working overseas is exciting. However, it brings with it complex issues such as taxation, offshore investments and repatriation.

PPI offers specialist expertise capable of providing solutions to these problems. Contact clientservices@ppi-advisory.com to enquire how we may be of assistance.


Americans PPI is able to draw on specialist resource that offers access to US registered advisers who have the expertise to help provide US specific financial planning and wealth management solutions for US citizens.

Key services:
  • Tax qualified retirement plans, for groups and individuals
  • Company and personal pensions
  • Estate planning
  • Wealth and portfolio management
  • US investments
  • College education savings vehicles
  • Comprehensive financial planning

Australians PPI offers access to qualified Australian professionals who have the expertise to help Australian expatriates deal with superannuation, taxation, property and other key financial planning financial planning and wealth management issues related to their situation back home In Australia.

Key services:
  • Australian Share Porfolios
  • International Portfolios
  • Mortgages
  • Offshore/ Onshore taxation planning
  • Offshore/ Onshore Investments
  • Properties
  • Superannuation : Analysis / Rollovers
  • Saving Plans
Financial Partners Group Australian Centre

Japanese Qualified Japanese-speaking financial professionals are hard to find. However, PPI offers access to such individuals.

These experts have Japanese and international expertise to help you plan for your financial future, no matter where you reside in the world.

Key services:
  • Offshore bank accounts and investments
  • Insurance
  • Retirement planning
  • International and JPY denominated portfolios
  • Savings plans
  • Portfolio management
  • Overseas property and mortgages

British PPI's own qualified professionals focus on providing the most suitable tailored financial planning and wealth management solutions for both British Expatriates and non Domiciles with UK assets.

Key services:
  • British Expatriates
    • Solutions available for those who will probably return permanently to the UK
    • Solutions available for those who never intend to return to live in the UK
  • Non Domiciles with UK assets, such as
    • UK real property
    • UK pension schemes
Her Majesty's Revenue and Customs (HMRC) have, under successive Labour governments, introduced a series of revenue generating initiatives. However, by using allowable reliefs and planning effectively, low cost tax mitigation strategies are available.