Our services
Prism Xpat, gives you access to a full range of services across the UK and New Zealand.
These include the following:
| Service* |
Provided in |
Provided in the UK |
Cross-border strategies for expats and emigrants |
| Financial planning | yes | yes |
yes |
| Pension advice and strategies | yes | yes | yes |
| Pension transfers | yes | yes | yes |
| Retirement planning | yes | yes | yes |
| Investment planning | yes | yes | yes |
| Insurance provision | yes | yes | yes |
| Inheritance tax/estate planning | yes | yes | yes |
| Foreign exchange information | yes | yes | yes |
| International banking and credit card information | yes | yes | yes |
| Property planning | yes | yes | yes |
| Tax returns | yes | yes | yes |
| Share portfolio/equity advice | yes | yes | yes |
The services provided in the UK and New Zealand are financial planning and investment services. Our cross border advice services include an analysis of the UK and New Zealand tax and financial systems in unison, to provide you with the best solution considering the opportunities available to you at either end.
- As our cross border strategies are not New Zealand centric, nor UK centric we can make the best of both worlds to create extra value for you.
- These services are available for people who live in New Zealand, live in the UK, or who move between the two countries. We undertake meetings throughout New Zealand and in the UK on a daily basis.
- Each of these services are provided independently (ie we are not tied to any third party provider). We have been established to provide completely unbiased advice – with your best interests being paramount.
*We work with affiliates to provide these services in certain instances.
