u/Busaxcape

▲ 8 r/ExpatFIRE+2 crossposts

Hi

This has been a great sub and lots of learning and hoping for more

I am not yet ready to Retire don't think but want to plan for it.

I wanted to see what strategy people have used where they are on ILR and and have not opted for UK citizenship, but are from a country that doesn't accept dual citizenship.

M(38)-£240000 (F39) - £80000

2 kids(6 & 8)

Some finances :

Properties Abroad:

  • A 4BHK flat in a tech city - so opportunity to rent it . Could be valued at
  • (£200000)
  • A 4 Bed Home - fully paid for (£200000)
  • Parcels of land - approx £200000

UK properties and finance

  • UK Home -£555,000 mortgage ( £300000 equity)
  • UK rental - £192,000 interest only mortgage, £1600 pcm rent, £4000 maintenance
  • Pension - £285000
  • RSU- £410000(vested) - FAANG
  • S&S ISA - £36000 & £19000

From talking to a couple of people UK taxes the whole of the wealth no matter where they hold investments . Not sure how true this is but seems to be what G tells me.

Do you think consolidation is the way to go (i.e) bring it all here or take it out all outside ?

or Is there an alternative /middle ground.

I was a bit late into the S&S isa , only started a few years ago but didn't fully realise the potential until recently wrt to the taxation.

Currently maxing out my pensions as I still have not maxed out the previous years.

Thanks in advance.

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u/Busaxcape — 11 days ago