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

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How to safely transfer money from overseas when buying property in the UK

Transferring large sums from overseas for a UK property purchase requires planning and professional guidance. By locking in an exchange rate early and using a dedicated currency specialist, buyers ...

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UK banks, including Barclays, are closing expats' accounts: What are your options?

More and more British expats are receiving letters telling them that their UK based financial accounts are shortly going to be closed. This article explains the background and various options ...

United Kingdom
man moving money from one pot to another

Overseas pension transfers: What every expat needs to know

Transferring a UK pension while living overseas can offer flexibility and reduce currency risk, but it also exposes you to potential tax, regulatory and investment challenges. Many past ROPS/QROPS ...

United Kingdom
uk passport with euros inside

Financial planning, pensions and wealth management explained for British Expats in Ireland

Relocating to Ireland from the UK brings major, and often unexpected, financial changes. From how your UK investments are taxed to the new inheritance tax rules, every aspect of your wealth, ...

Ireland
money in italian wallet

Investment and financial planning in Italy for British expats

Moving to Italy changes how your money is taxed, invested and protected. This guide explains how Italy treats UK investments, pensions and savings, the impact of IVAFE and IVIE wealth taxes and why ...

Italy
money in front of canada flag 800

Investing and Retiring in Canada for British Expats

A clear guide for British expats in Canada exploring how to manage investments and private pensions abroad. Understand the importance of risk appetite, how to structure cross-border portfolios and ...

Canada
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7 banking tips for people moving and living abroad

Living and working abroad can transform how you manage your finances. This guide shares seven essential international banking tips for expats, from choosing the right offshore account and managing ...

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Transferring a UK pension to Australia: updated guide to ROPS, rules and risks

Transferring a UK pension to Australia can offer long-term benefits, but strict ROPS rules and tax conditions apply. This guide explains every step of the process, from eligibility and timing to ...

Australia
expat-wills

Expat Wills: Creating a Will when living abroad

Living abroad doesn’t remove the need for a UK Will, especially if you hold property, investments or pensions in the UK. This guide explains how to create or update a UK Will when you live overseas, ...

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money with italian coin

Financial Planning Guide for Americans Moving to Italy

Italy offers an incredible lifestyle, but financial planning is essential for Americans moving abroad. This guide focuses on the most important areas: managing US investments, pensions and retirement ...

Italy
dollar and euro notes held in hand

How could foreign exchange rates impact my life in the Eurozone?

For Americans moving to the Eurozone, the euro–dollar exchange rate plays a big role in daily life. Even a small shift can change your income, savings, or property costs by thousands over time. This ...

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Wealth Management for Americans Moving to Germany

Moving to Germany as an American creates unique wealth management challenges. This guide explains how US and German financial systems differ, the hidden risks of PFIC investments, advisor and ...

Germany
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Expat banking tips: How to manage money when moving abroad

Managing everyday banking abroad can be complicated, from opening the right account to moving money safely. This guide explains essential steps for expats, including setting up accounts before you ...

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Investing as an American Expat in the UK: Why is it so difficult?

American expats in the UK face unique and frustrating challenges when it comes to investing. This article explains why it's so difficult, answers the most common questions expats have, explores ...

United Kingdom
man looking shocked holding phone and credit card

Currency fluctuations: The most significant hidden cost of living abroad?

Currency fluctuations are one of the most overlooked costs of living abroad. Whether you're earning in one currency and spending in another, or managing cross-border tax and income, poor timing can ...

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