tax services - moving to australia

We are specialists in helping people move from the UK to Australia. The head of our Australian team, Joanne Lamberth, made the transition herself, with her family in 2009 and so she is ideally placed to help individuals and  businesses.

Most advisors in this field are IFAs who sell investment products, pensions and protection policies. They offer basic tax advice, but they are not specilalists. Our team is different, we are first and foremost tax advisers with strong experience in advising individuals and businesses on the tax problems and opportunities of being involved in more than one country. 

We have an extensive team of specialists in the UK and smaller offices in Australia and France, so you can talk to an adviser before you leave the UK or when you arrive or both.

We particularly enjoy the challenges when someone with their own business wishes to move to Australia. This allows our full team of tax specialists to be involved in giving you all the expertise you need. Former Tax Inspectors, Chartered Tax Advisers, a Solicitor and Chartered Accountants and Financial Advisers. One of our Financial Advisers lived in Australia for 10 years and had his ownl business.

If you plan your departure to Australia in advance then there can be opportunities to minimise your tax liabilities by deferring income or gains until after you have left the UK. 

current issues

High Earners - how to minimise the impact of the new 50% tax rate.

Pensions - how to maximise pensions following the restrictions on higher rate relief.

Offshore Income? - most banks are now disclosing details to HMRC. Our two ex Tax Inspectors can negotiate a better deal.

Residence - HMRC challenge frequent visitors. This has made the position on residence unclear in many cases.

business

Plan the right tax structure for your business if it will remain active after you have left the UK and help in planning the business residence.

Minimise your tax liability if you sell the business. Help in buying a business in Australia.

For consultants or web-based businesses you need to understand how the tax residence of your business changes if you move. Where is it taxed? Can you change your plans to change the country of residence?

international

Particular tax problems arise when you plan to split your time between Australia and the UK. We manage these issues proactively.

Moving employees overseas? - our ex patriot team can assist you with the complex tax issues.

Our corporate team can look after the tax issues if your business will continue to have tax dealings with both the UK and Australian tax authorities.

individual

Planning your income tax liability in Australia.

Plan to reduce tax on the sale of your major assets e.g. property and shares.

Inheritance tax planning will be an area of difficulty until it is clear that you have established an Australian domicile.

Peace of mind - our team deal with all the tax forms in the UK and Australia. No worries!