Sharpy67

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

Jacko1

Very good and concise

PJ

OzTennis

Nice one Sharpy. All that is needed now is a similar one entitled Entering Australia/NZ - a financial checklist.

OzTennis