This guide explains how British people should approach financial planning when moving to Spain. It covers UK pensions, ISAs, investments, wealth tax, currency risk, banking and regulation, ...
British expats who took out UK car finance between 2007 and 2024 may be eligible for compensation due to undisclosed commission arrangements. This guide explains who may qualify, including people ...
Moving abroad does not mean you lose your 401(k), but it does change how you should think about managing it. From ongoing tax obligations to rollover options and future access, U.S. retirement plans ...
This opinion piece explains why Experts for Expats has avoided all Budget speculation ahead of the upcoming UK announcement. The article sets out the problems with the rumour cycle, the risks of ...
SIPPs remain one of the most flexible ways to manage UK pensions, but living abroad adds extra layers of risk and complexity. This guide explains how SIPPs and International SIPPs differ, how tax and ...
Moving to France from the UK requires more than adjusting to a new lifestyle as it means rethinking how your finances are structured, taxed and managed across borders. From understanding when French ...
Managing money across borders is an essential part of expat life. This guide explains how exchange rates affect your income, savings and long term plans when moving overseas from the UK. It covers ...
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 ...
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 ...
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 ...
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, ...
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 ...
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 ...
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 ...
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 ...