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

Offshore Investment Bonds

Offshore Investment Bonds

Offshore Investment Bonds get mixed reviews. When implemented correctly, they can be an excellent investment opportunity, but they can be abused and end up costing expats a lot of money

How to calculate what I need to pay into a pension

How to calculate what I need to pay into a pension

This article provides a clear breakdown on how to calculate exactly what you should be contributing to your pension to get the retirement you want

Transferring pension funds to a SIPP: Options available for British expats and foreign nationals living in the UK

Transferring pension funds to a SIPP: Options available for British expats and foreign nationals living in the UK

While self-invested personal pension schemes (SIPPs) were originally designed for more experienced investors, more and more people (including UK non-residents) are transferring their personal pension ...

401K: Should American expats no longer living in the US close their 401k and/or IRA accounts?

401K: Should American expats no longer living in the US close their 401k and/or IRA accounts?

Options for American's living or planning to live abroad who have been told their 401k or IRA accounts need to be shut down.

‘Green-Screening’ your future investments: Why ethical investing is important to understand

‘Green-Screening’ your future investments: Why ethical investing is important to understand

This article provides an an in-depth look into how you can ensure that your important investments are done both ethically and efficiently.

Financial advice for foreign nationals living in Italy

Financial advice for foreign nationals living in Italy

Foreign nationals in Italy are finding themselves in need of expert advice to know exactly how to declare their foreign assets and income to meet Italian tax obligations. This article provides an ...

Financial Emigration for people leaving South Africa

Financial Emigration for people leaving South Africa

The process of financial emigration can be rather complex, especially for foreign nationals leaving South Africa, and with new laws set in 2020 by the National Treasury and SARS, now is a better time ...

Financial considerations of Executive Expats living in Africa

Financial considerations of Executive Expats living in Africa

Executive expats in Africa require access to tailored and independent wealth management advice provided within a safe and secure financial centre in which to grow and protect their wealth.

Retirement Planning for British Expats in Spain

Retirement Planning for British Expats in Spain

While Brexit has scuppered many British peoples' retirement plans, Spain still presents wonderful opportunities for retirement and smart financial planning can ensure an expat's retirement is ...

British expats' investments post-Brexit

British expats' investments post-Brexit

The tremors of the Brexit vote are still being felt across financial markets around the world. The initial devaluation of the pound was widely forecast, but what choices are available for expats ...

Spanish Investment Bonds explained

Spanish Investment Bonds explained

In this article, we take an in-depth look at how expats can correctly analyse and manage their tax efficiency when considering Spanish investment bonds, to adjust for a current or upcoming Spanish ...

Options for expats having their Barclays or Lloyds UK bank accounts closed due to no-deal Brexit

Options for expats having their Barclays or Lloyds UK bank accounts closed due to no-deal Brexit

What options are available for British expats living in the EU who have been told that their UK bank account will be closed in the event of no trade deal being agreed between the EU and the UK before ...

Pension consolidation for British expats and UK residents

Pension consolidation for British expats and UK residents

After years of working for a variety of different employers, people accumulate multiple pensions schemes meaning pension pots are spread across different providers and products, potentially making it ...

Can I transfer my UK pension to Australia?

Can I transfer my UK pension to Australia?

I have previously lived in the UK and paid into a UK pension, however, I have moved to Australia and want to know: can I transfer my UK pension to Australia?

Offshore Portfolio Bonds for Canadians living in the UK

Offshore Portfolio Bonds for Canadians living in the UK

Offshore Portfolio Bond (OPB) is an investment ‘wrapper’ provided by an insurance company. Within the ‘wrapper’ the investor can buy investment funds.