Relocation
We help navigate the complexities of relocating to a new country or returning home, addressing legal, logistical, and emotional considerationsSmooth Relocation Essentials
What Sets OpesFidelio Apart?
OpesFidelio advisers have been through the process of relocation themselves; it means they have the experience of moving country and the problems that involves. In many cases, not only have they simply moved, but they have also taken new exams and re-qualified in overseas territories. They have permanent residency in their new country. Why not ask how long your adviser has been based in your host country and the experience of obtaining permanent residency or work visa?
Challenges and Preparation
Naturally, despite the best laid plans, things can change and you need to return home.
Returning home involves readjusting to familiar surroundings but may come with its own set of challenges. This might include re-establishing financial ties, managing potential tax implications, and settling back into the local community. Being prepared for reverse culture shock and taking time to acclimatise is essential.
Navigate Overseas Returns with OpesFidelio
A particular problem that we often notice relates to an overseas investment product that may have been tax efficient in the jurisdiction where you were living. Some return to find that retaining the product upon returning to the UK can causes big unexpected tax bills.
Seeking support from professionals such as OpesFidelio working alongside UK Aisa Group advisers, who specialise in repatriation or relocation services can assist in managing the process effectively. Additionally, keeping abreast of any changes in laws, taxes, or regulations in both the host and home countries can help smoothen the transition.
Whether relocating or returning home, a well-thought-out plan and understanding of the legal, financial, and cultural aspects can make the transition more manageable and enjoyable.
Contact OpesFidelio to Obtain Quality Relocation Advice
Over 40 Awards Since 2009

2023 IA Best Practice Adviser Awards
Winner Excellence in Investment Planning Europe

2023 IA Best Practice Adviser Awards
Winner Excellence in Digital Innovation Europe

2022 IA Best Practice Adviser Awards
Excellence in Client Service Europe

2022 Money Marketing
Small Advice Firm of They Year (Finalist)

2022 Money Marketing
Best Investment Advice Firm (Finalist)

2022 International Investment
Winner Excellence in Fintech (Industry)

2022 IA Best Practice Adviser Awards
Winner Excellence in Investment Planning Europe

2022 Moneyfacts Awards
Investment Life & Pensions (Finalist)
