Retirement Planning

"Retirement is not the end of the road; it is the beginning of the open highway."

At Carl Hey Wealth, we understand the unique retirement planning needs of UK expats living in Abu Dhabi and Dubai. Our team of experienced financial advisors is dedicated to guiding you through every step of your retirement journey, ensuring you are prepared for the future.

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Comprehensive Retirement Planning

Our retirement planning services are designed to provide you with a personalized roadmap to a secure and fulfilling retirement.

We'll work closely with you to:

Assess Your Current Financial Situation: We'll evaluate your assets, income sources, and existing retirement plans to identify any gaps or areas for improvement.

Develop a Tailored Retirement Strategy: Based on your goals, risk tolerance, and expected lifestyle, we'll create a comprehensive plan to help you achieve your desired retirement outcome.

Optimize Tax Efficiency: With our expertise in cross-border tax planning, we'll help you minimize your tax liability and maximize your retirement savings.

Manage Your Investments: Our investment management services ensure your portfolio is aligned with your retirement timeline and risk profile, helping your assets grow for the long term.

Pension and Wealth Transfer Guidance

As a UK expat, navigating the complexities of pension transfers and wealth succession can be daunting.

We're here to provide specialized advice on:

Pension Transfers: We'll guide you through the process of transferring your UK pension to a Qualifying Recognised Overseas Pension Scheme (QROPS), ensuring a seamless transition.

Estate Planning: Our team can assist with creating a comprehensive estate plan, including wills, trusts, and other wealth transfer strategies tailored to your unique circumstances.

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Ongoing Support and Monitoring

Retirement planning is a lifelong journey, and we're committed to being your trusted partner every step of the way.

Our services include:

Regular Portfolio Reviews: We'll periodically review your investments and retirement plan to ensure they remain aligned with your evolving needs and market conditions.

Proactive Guidance: Our advisors will proactively reach out to you with timely updates, market insights, and recommendations to help you stay on track.

24/7 Access: You'll have access to our team of experts, resources, and online tools whenever you need support or have questions.

How Can We Help?

At Carl Hey Wealth, we're dedicated to helping UK expats in Abu Dhabi and Dubai achieve the retirement they've worked hard for. Contact us today to schedule a consultation and take the first step toward a secure financial future.

This is just a starting point to decide what may make sense for you. Take our 3 minute financial health survey to help get the process started and connect with your team of legal and tax professionals today.