 |
|
Oct 8th 2004, 11:24 am
|
#1 |
|
Senior Member
 Joined: Sep 2003
Location: Bayside Brisbane
Posts: 278
|
Leaving the UK – A Financial Checklist
Found this list and thought it may be useful to someone.
Leaving the UK – A Financial Checklist Have I made a file to keep all my important Financial Documents? Have I received my P45 from my employer? Have I submitted a UK tax return, as I may have overpaid tax if I leave part way through the tax year? Have I got an up to date statement of my UK Government Pension Entitlement? Have I got up to date statement(s) and Transfer Values from all my Company Pension schemes? Have I got up to date statement(s) and Transfer Values from all my Private and Personal Pension schemes? Have I got up to date statement(s) from all my PEPs, ISAs, Unit Trusts and other managed investments? Have I got up to date statement(s) and surrender values from all my Endowments? Have I got all the necessary original (not copies) policy documents together, this includes pensions, endowments? If I am keeping my UK Bank Account have I set up internet access? Have I checked if my life assurance, medical insurance and income protection polices apply when overseas? Have I considered opening a Australia bank account prior to leaving the UK? Have I done a budget of expected expenditure in the first 3-6 months in Australia? Have I arranged Travel insurance? Have I made of list of people I need to advise of my change in address including change of email address? Have I put together a file of documents that the bank will need when I visit my Australia Bank branch to open the account? Have I put together a file of documents that my pension providers will need if I decide to transfer my pension to Australia? If renting out my property have I applied to the UK Inland Revenue for non-resident landlord status to not have tax deducted from my rent? Have I researched the best way to bring Pounds Sterling to Australia? Hope it helps those that have yet to travel Nick |
|
|
|
|
