Services aux expatriés

Pourquoi choisir Progeny ?

Notre équipe de planificateurs internationaux a aidé des centaines de clients en leur fournissant des conseils de planification financière intelligents et éclairés, qui tiennent compte de la situation personnelle unique de chaque client.

From initial consultation, our experienced teams based in Singapore, Hong Kong and Belgium will take the time to understand your financial aims, lifestyle and future plans. Our focus is to help you create a financial planning strategy, including suitable investments and pension plans, which meet your short and long-term financial goals. Our financial planners hold the highest standards of professional qualifications and take pride in providing intelligent and clear advice.

International expertise

Our experienced teams based in Singapore, Hong Kong and Belgium, will take time to understand your financial aims, lifestyle and future plans.

Global reach

With offices worldwide, we offer face-to-face services globally. Our extensive network of experts ensures that we are accessible and available to your needs wherever you are.

Over 40 years’ experience

With over 40 years of experience, we offer unparalleled expertise and trusted guidance to help you achieve your financial goals confidently and effectively.

B-Corp certified

As a B-Corp certified firm, we are proud to join a select group in the UK professional services, committed to high standards of social and environmental impact globally.

Notre approche des services aux expatriés

La planification financière avec Progeny peut vous aider à prendre des décisions cruciales pour votre avenir en vous comprenant, vous, vos valeurs, vos objectifs et vos aspirations.

Gestion de patrimoine indépendante

En tant que société de gestion de patrimoine véritablement indépendante, et avec le soutien de nos équipes juridiques et fiscales britanniques, nous sommes en mesure de fournir des conseils holistiques en matière de planification financière qui couvrent l’ensemble du marché financier.

Créer des solutions sur mesure pour vous

Chez Progeny, nous créons des solutions sur mesure pour mettre de l’ordre dans vos affaires et vous permettre d’atteindre une véritable liberté financière. Nous vous guiderons à travers un processus discipliné pour vous aider à structurer votre patrimoine en fonction de vos objectifs et de votre attitude à l’égard du risque.

Une approche holistique de la planification financière

Notre objectif est de vous aider à élaborer une stratégie de planification financière, y compris des investissements et des plans de pension appropriés, qui répondent à vos objectifs financiers à court et à long terme, afin de vous aider à atteindre la liberté financière.

Planification des investissements des expatriés

Vivre et travailler à l’étranger offre de nombreuses opportunités uniques et vous permet également de constituer un solide portefeuille d’investissement.

Ready to enrich your future?

It all starts with the right advice…

To help you tomorrow, we can help you today

First Name

Last Name

Location

Tell us what service you’re interested in to refine the list below

Select the services you’re interested in

Sorry, we couldn’t find any matching services for your search term. Please try again.

Thank you, {{ firstname }}

Please wait whilst we personalise the experience for you.

Questions fréquemment posées

Can I invest while living abroad?

Yes, choosing to live or work overseas also provides you with the prospect of building a solid investment portfolio. However, there are some important factors to be aware of including understanding which investment options are appropriate and efficient based on your location. Setting up a solid plan means that you can make the most of your expat status and build a future that offers you greater financial freedom in later life.

How much is enough for retirement?

A common question when planning for retirement is how much you need to save. The answer is dependent on many things – including your age, desired retirement age, earnings, health, lifestyle and more. In the end, retirement looks different for everyone – you may want to travel, spend time with family and friends or focus on hobbies or pursuits which your working life may not have given you time for.

The most important consideration is to think about how you want your retirement to look, and put in place sensible steps to help ensure your dreams can become reality.

How do I set and achieve financial goals?

Work with a financial planning professional to define clear, specific, and measurable goals. Break them into short-term, medium-term, and long-term objectives. Create a plan with actionable steps and track your progress regularly. Adjust your strategy as needed to stay on course.

What can I do if I don’t have an overseas pension?

A qualified financial planning professional can work with you to review your current assets, UK pension plans, current circumstances and long-term goals. They can then create an investment portfolio that you can contribute to on a monthly basis in place of pension contributions.

Can I contribute to an ISA whilst living abroad?

Although you can open an Individual Savings Account (ISA) when you live in the UK, you generally can’t save into it whilst you are living overseas (specifically no contributions can be made after the tax year in which you make the move abroad). It’s important that you also let your ISA provider know if you stop being a UK resident.

Whilst you are abroad you can keep your ISA open and continue to receive UK tax relief on any money and investments held in it. You can also transfer it to another provider if you feel the need to. As and when you return to the UK and reclaim your UK residence, you can begin to pay into your ISA again as long as you consider the annual ISA allowance. A professional adviser can share with you effective alternatives you can save into while abroad.

Une approche multi-spécialiste pour des résultats optimaux

Grâce à l’approche multi-experts unique de Progeny, qui regroupe les conseils en matière de planification financière, fiscale, juridique et de gestion de patrimoine, nous sommes en mesure de vous offrir la vision la plus complète de votre situation financière.

C’est pourquoi nos planificateurs financiers travaillent en étroite collaboration avec nos experts en fiscalité, en droit et en planification successorale, afin d’offrir à nos clients un service transparent et véritablement holistique.

Que vous soyez sur le point de prendre votre retraite, que vous cherchiez à réduire vos obligations financières ou que vous vouliez vous assurer que votre patrimoine est protégé lorsque vous ne serez plus là, nous sommes à votre disposition chaque fois que vous avez besoin d’aide.