This high-level webinar is designed for Australian financial advisers working with UK expat clients and seeking clarity on the key financial considerations that span both jurisdictions. You don’t need to be a UK expert—but you do need to understand the nuances that affect your clients’ decisions.

We’ll demystify the process of transferring UK pensions to Australia, outline the tax implications, and highlight strategic opportunities to add value. We will also cover the essentials of foreign exchange (FX), explaining how your clients can secure favourable exchange rates and transfer their money efficiently. The session also touches on how UK-based assets, such as property, shares, and ISAs fit into an Australian financial plan, and what advisers might consider incorporating into their conversations with prospects and clients.

Whether you’re looking to broaden your service offering or simply want to speak with a bit more knowledge about UK financial matters, this webinar will give you the framework to engage with UK expat clients at a strategic level and collaborate effectively with UK specialists when needed.

If you’re meeting and possibly advising UK expats and want to elevate your conversations, this session is for you.

Register for the event.