Case Study - LO
Pearl Lemon Accountants worked with Dolores, a Spanish citizen with UK settled status, to navigate her financial situation. With a diverse investment portfolio Dolores needed a specific tailored approach to maximise tax efficiency and explore relocation options for this purpose. We conducted comprehensive tax and financial analyses, considering her current and potential future residences in five tax-efficient countries. Our recommendations included utilising tax-advantaged accounts, strategically timing capital gains, utilising her dormant company and optimising income streams to minimise her tax burden while aligning with her retirement goals.
Through our detailed research and personalised advice, we provided Dolores with a clear and effective strategy for managing her finances and investments. We guided her through the complexities of potential relocations, offering insights into tax implications, cost of living, property ownership and legal considerations in various countries. By helping her make informed decisions about her financial future, Pearl Lemon Accountants ensured that Dolores could confidently transition into retirement, secure in the knowledge that her investments were optimised and her tax liabilities minimised.
