Money and finance help for expats

Managing your money and investments when you move abroad can be complicated, and  extra caution is definitely required. We've created this library of information and guidance on what you need to know to manage your money and finances when you're living abroad.

If you can't find what you're looking for and still need help, request an introduction to a trusted financial advisor from our parter network.

Browse our money and finance articles

The role of the FCA and British expats

The role of the FCA and British expats

The FCA is a regulatory authority created by HM Treasury and is designed to provide a certain degree of financial security. This article explains the role of the FCA with regards to expats

How to spot a rogue financial adviser

How to spot a rogue financial adviser

Find out the common tricks and tactics rogue financial advisers will use to try and take your money away from you and know the steps to help ensure you avoid making a massive financial mistake

Finding a lost pension

Finding a lost pension

If you haven’t received your pension statement for over a year, you may have "lost" your pension. Find out how you can take steps to trace it again.

Annuities

Annuities

If you have a pension, purchasing an annuity is a big decision, and something which pension companies will push – but what are they?

The UK State Pension

The UK State Pension

If you're a British expat, retired or otherwise, discover your State Pension options and help maximise your retirement income

Financial planning for expats in Africa

Financial planning for expats in Africa

Working as an expat in Africa can yield generous financial rewards, but sound planning and expert advice is needed to protect your assets and plan for a comfortable retirement.

What are structured notes, how do they work and what are the risks?

What are structured notes, how do they work and what are the risks?

Structured notes are fixed-term complex investments that track the performance of derivatives over a period of time. This article gives an overview of structured notes and provides examples of how ...

Expat Financial Planning

Expat Financial Planning

If you're creating a financial plan and need a template, here's our 10 step guide to creating a successful financial plan

Education Fee Planning

Education Fee Planning

Read our guide on education fee planning to ensure that you are going to be able to afford the education you've dreamt about

Offshore Investments for Expats

Offshore Investments for Expats

If you live away from your home country and meet their non-residency requirements, you may be able to benefit from investing your money offshore.

Expat Financial Advisers

Expat Financial Advisers

Find out how financial advice differs for expats and learn how to choose the best financial adviser for you and request a free consultation

Financial Planning Checklist

Financial Planning Checklist

Our financial planning checklist will help you understand what you need to consider as an expat living abroad

Expat Estate Planning

Expat Estate Planning

Information about how to plan your estate to ensure that you and your estate are both protected from unnecessary inheritance tax

Expat Banking: Choosing the right bank account

Expat Banking: Choosing the right bank account

When people relocate internationally, often bank accounts are one of the last things on the list. However, ensuring you have access to your money without incurring unreasonable fees is vital

Offshore investment platforms

Offshore investment platforms

Offshore investment platforms enable people to manage their investments through an online service based in an offshore jurisdiction.