Repatriation planning for expatriates in Hong Kong

If you are considering repatriating to your home country, it is essential to seek financial advice early. There are many factors to consider to ensure that your financial planning stays on track when you relocate.

Tax laws differ hugely from one country to the next and you will need to establish whether the investment structures, pension arrangements and estate planning that you have in place remain aligned with your goals and suited to the tax regime of your home country.

Taking advice on the tax-efficient investment opportunities available to you when you repatriate will ensure that your financial planning doesn’t come unstuck as a result of your move. I can help you avoid the common financial pitfalls that arise during repatriation. Ensuring your finances are optimised for your new country of residence will give you peace of mind that your long-term financial goals remain achievable despite changing circumstances.

If you are an expatriate in Hong Kong planning to repatriate in the future, get in touch for a consultation with me for portable financial planning solutions.

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Lynda Calver Financial Planner

I have 20 years of experience in personal finance and since 2014 have been based in Hong Kong helping expatriates navigate the complexities of cross border financial planning.

I understand the unique challenges you face in managing your money. Expatriate financial planning is complicated by issues of domicile, residency and the ownership of assets in different countries. I have the experience and expertise to guide you in structuring your affairs in the most tax-efficient manner while taking advantage of the offshore investment management options available to you.

If you are seeking a financial planner to partner with over the long term to build and protect your wealth, I would love to connect and help you secure your financial future. Whatever your current financial situation, we can work together to meet your monetary and lifestyle goals.

Learn more about Lynda

Lynda Calver Senior Financial Planner Hong Kong

My approach to financial planning

Personalised

Bespoke financial planning tailored to your personal goals & objectives

Holistic

Optimising all aspects of your financial life

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The freedom to choose from a variety of financial service providers

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For your protection & peace of mind

Experienced

20 years of tried & tested financial solutions

Transparent

Honest and impartial advice from a professional that you can trust

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Regular reviews to ensure investment performance and your objectives remain aligned

Sincere & committed to you

An objective professional in your corner and focused on your needs

Long term relationships

Providing continuity and advice every step of the way on your financial journey

Testimonials

Lynda Calver has been my Financial Advisor for a few years, and over the period, has provided my family and I with exceptional service and support in making investment choices. I found Lynda to be extremely sincere and committed to providing sound financial guidance, and was satisfied with her proactive approach in bringing her research and knowledge of the markets to our regular meetings. I would not hesitate to refer Lynda to family, friends and associates who are in need of financial advice.

Isabelle Mustapic

Hong Kong Finance Professional