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

Seven tips to help ensure that your international money transfer is secure

Seven tips to help ensure that your international money transfer is secure

As an expat, international money transfers are frequent occurences. These are our tips to help ensure that your transactions are secure.

Everywhere
Wealth Management For Expats

Wealth Management For Expats

Wealth management can be extremely difficult for expats, incorporating increasingly complex tax rules, understanding different investment opportunities and creating a financial plan that incorporates ...

Everywhere
ROPS vs SIPP: How do the two main expat pension options compare?

ROPS vs SIPP: How do the two main expat pension options compare?

Discover the major differences between a ROPS and a SIPP before getting advice on which pension scheme is more suitable for you

United Kingdom
What to do if you receive a financial windfall

What to do if you receive a financial windfall

Whether through inheritance, lottery win or bonus, many people will receive a financial windfall at some point in their life. This guide explains what you should consider if you receive a financial ...

Everywhere
Expat Investing: Investment opportunities and advice for UK expats

Expat Investing: Investment opportunities and advice for UK expats

In a challenging economic environment, understanding all of your investment options and working with a wealth manager or financial advisor who understands the array of options available for people ...

Everywhere
Assurance vie: a detailed guide for expats living in France

Assurance vie: a detailed guide for expats living in France

For expats living in France, an assurance vie is a tax efficient investment product which should be considered if you intend to live in France for a long time.

France
How to invest 100k as a non-resident or British expat

How to invest 100k as a non-resident or British expat

When you have a lump sum to invest, there are many options and decisions to be considered. In this article we identify what you need to consider when looking to invest £100k or more

United Kingdom
Can non-UK residents open a SIPP?

Can non-UK residents open a SIPP?

I live outside of the UK and I would like to open a UK SIPP, is that possible and how do I do it?

Everywhere
Why have 91% of expats not sought expert financial advice?

Why have 91% of expats not sought expert financial advice?

While expat financial affairs are complex, very few expats actually seek financial advice. This article provides a summary of our recent report looking at The State of Expat Financial Advice

Everywhere
Pension Transfer Options For Holders Of UK Pensions Living In The US (formerly QROPS in the US)

Pension Transfer Options For Holders Of UK Pensions Living In The US (formerly QROPS in the US)

An explanation of UK pension transfers for residents in the US, including an explanation of why you cannot use a ROPS/QROPS as part of your pension transfer

USA
British Expats Financial Checklist for 2023

British Expats Financial Checklist for 2023

2023 is the perfect time to both re-evaluate your options, read our financial checklist to help prepare for a financially smart year.

Everywhere
How to make financial decisions in turbulent times

How to make financial decisions in turbulent times

With the world facing its most unpredictable future, understanding how to make financial decisions in turbulent times is critical.

Everywhere
Income Protection Insurance for British Expats

Income Protection Insurance for British Expats

Income protection insurance is widely overlooked by expats, but has some extremely rewarding qualities, this article looks at the options available for British expats

Everywhere
How a devalued British pound affects British expats and options to minimise the impact

How a devalued British pound affects British expats and options to minimise the impact

With GBP reaching it's lowest value against the US dollar and continuing to show signs of weakness, this article looks at the impacts, opportunities and options that exist for British expats who are ...

United Kingdom
Investing in start-ups as an expat

Investing in start-ups as an expat

The article lays out some key fundamentals when investing in unlisted companies and looks at the various options available as well as the key benefits and risks

United Kingdom