Services

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There is no such thing as planning too early when discussing retirement planning. Some believe retirement is still many years away for them, so why even consider saving for it? The sooner you start saving, the cheaper it will be in the long run. Our objective is to help you get there, no matter how big or small your dreams.

We appreciate that every client has their own individual goals and aspirations.

Whether you are investing for the first time or have an existing portfolio you feel could use a second opinion, UA Financial can offer a wide range of solutions tailored to meet your needs.

One-stop-shop.

We carefully source properties helping clients with the purchase, tenant management and the sale. 

Invest in properties with as little as 10% deposit or 5% on a monthly payment plan.

We offer International mortgage options. 

Ensuring you and your loved ones are protected from the unforeseen. 

-Critical Illness Cover

-Income Protection

-International Life Cover

Inheritance tax is commonly defined as a tax on people who fail to plan their estate tax efficiently. With careful planning and expert advice, it can legally avoid a significant amount of inheritance tax. There are several different factors to consider before choosing the right plan for you.

You can pass on your assets in the event of your death using Trusts, but they can also work as part of your financial planning when you are alive.

UA Financial's residency and citizenship programme help individuals and families to secure their future and enhance their personal and business freedom. 

Citizenship by investments secures visa-free travel to 180+ countries.