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Expat Financial Advice

Expat Financial Advice

Last updated: 21 May 2016

There are so many things to consider when considering your financial situation as an expat.

We've created a series of guides in conjunction with our independent experts which are designed to help you create a successful financial plan and build an investment portfolio ensuring your meet your financial goals.

Our Expat Financial Advice Guides

Expat Investments: A review of investment opportunities for expats

Expat Investments

Becoming an expat opens up a wide range of tax efficient investment opportunities, find out about each option and learn which may suit you best.

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Offshore Investments for Expats

Offshore Investments

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.

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Alternative investments: Opportunities for UK residents and expats

Alternative investments

Alternative investments are increasingly attracting the attention of investors; but should you be considering them and which is the best option for you?

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Expat Currency Management

Currency Management

Currency management is crucial for anybody with assets in more than one country and can make a huge difference in your income now and in the future.

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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

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Choosing a Financial Adviser

Choosing a Financial Adviser

Seeking professional advice from experts is vital when it comes to managing your finances. But how do you find the right adviser for you?

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Expat Banking: Choosing the right bank account

Expat Banking

When people relocate internationally, often bank accounts are one of the last things on the list.

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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

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Expat Financial Planning

Financial Plan Template

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

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Expat Wills - How to make a legally binding Will as an expat

Expat Wills

This article about Wills for expats concentrates on English and Welsh (E&W) and other British domiciles, however, much of what is included here will be relevant for those of other nationalities and domicile statuses

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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

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Expat Mortgages for property in the UK

Expat Mortgages in the UK

An overview of expat mortgages, including how to increase your eligibility for the best expat mortgages in the UK

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Request free financial advice

Submit your details via the form and we'll arrange for an inependent financial adviser to discuss how you can improve your money management, reduce tax or make profitable investment decisions

Download free Guide to Financial Planning for British Expats

Download free Guide to Financial Planning for British Expats >

Expat Currency Exchange

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