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

Financial matters Expats must consider in the wake of Coronavirus (Covid-19)

Financial matters Expats must consider in the wake of Coronavirus (Covid-19)

Taking into consideration the rapidly ever-growing spread of our current global pandemic Coronavirus (COVID-19), you will need to evaluate your current situation as an expat. We have compiled a list ...

American Investors: Investment options when you live outside of the USA

American Investors: Investment options when you live outside of the USA

Investing as an American living abroad has become a greater challenge in recent years due to changes in US law and the availability of forms willing the assist US expats. This article discusses the ...

What to do with an inheritance

What to do with an inheritance

Knowing what to do if you receive or are about to receive an inheritance is a critical part of financial planning. This guide will walk you through the key considerations you will face.

Brexit and pensions: What impact will Brexit have on UK pensions?

Brexit and pensions: What impact will Brexit have on UK pensions?

With Brexit looming, one of the most popular questions advisors in our network are being asked is "what will happen to my pensions?". Skip past the scaremongering and read our balanced overview of ...

Does it matter if the advisor managing my Maltese QROPS is MiFID II compliant?

Does it matter if the advisor managing my Maltese QROPS is MiFID II compliant?

MiFID II is a regulatory requirement of financial institutions, but some firms are using it as an excuse to increase charges and scaring people into making snap decisions

Financial considerations for Canadians living in the UK

Financial considerations for Canadians living in the UK

As with people of any nationality, Canadians living in the UK face a significant increase in the complexity of their financial matters, from their tax affairs to how they manage their investments to ...

Key financial considerations for people returning to the UK after living abroad

Key financial considerations for people returning to the UK after living abroad

When returning to the UK after living abroad, careful planning and preparation is required to ensure you avoid making any expensive mistakes. Read our guide and use our free introduction services to ...

Expat financial advice in Azerbaijan

Expat financial advice in Azerbaijan

As an expat in Azerbaijan, it is important to understand your financial options, including the various risks about rogue financial advisors targetting expats. This article looks at some of the ...

How to choose the most suitable currency broker

How to choose the most suitable currency broker

Whether you need to do regular international transfers or you need to send a large lump sum internationally, it's vital to choose the most cost efficient currency broker to ensure the amount sent is ...

How UK Investment Platforms can benefit British expats and non-residents

How UK Investment Platforms can benefit British expats and non-residents

UK investment platforms are often overlooked by expats and offshore financial advisers, but they can offer excellent investment and tax advantages for expats and non-residents. This article breaks ...

How to spot the hidden fees and charges of financial advice

How to spot the hidden fees and charges of financial advice

While regulated advice requires costs to be clearly explained, financial advice is still rife with advisers intentionally hiding fees. Find out how to spot the tricks used and what you can do to find ...

What is the overseas transfer charge on QROPS transfers?

What is the overseas transfer charge on QROPS transfers?

I’ve heard the UK government has introduced an overseas transfer charge of 25% for pension transfers to QROPS schemes, but what is the overseas transfer charge?

Options to mitigate the changes to UK Pension Lifetime Allowance

Options to mitigate the changes to UK Pension Lifetime Allowance

The UK Pension Lifetime allowance was eroded to £1m, but you still have options available. Find out what they are

Five essential tips to maintain good financial health as an expat in Italy

Five essential tips to maintain good financial health as an expat in Italy

Five important financial tips to adapt, survive and thrive as an expat living in Italy!

Gifted Deposits: What are they and how they work for expats

Gifted Deposits: What are they and how they work for expats

An explanation of gifted deposits for expats looking to purchase property and secure a mortgage.