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

Expat Financial Planning

Expat Financial Planning

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

Everywhere
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

Everywhere
Offshore Investments for Expats

Offshore Investments for Expats

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.

Everywhere
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

Everywhere
Financial Planning Checklist

Financial Planning Checklist

Our financial planning checklist will help you understand what you need to consider as an expat living abroad

Everywhere
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

Everywhere
Expat Banking: Choosing the right bank account

Expat Banking: Choosing the right bank account

When people relocate internationally, often bank accounts are one of the last things on the list. However, ensuring you have access to your money without incurring unreasonable fees is vital

Everywhere
Offshore investment platforms

Offshore investment platforms

Offshore investment platforms enable people to manage their investments through an online service based in an offshore jurisdiction.

Everywhere
Offshore Investment Bonds

Offshore Investment Bonds

Offshore Investment Bonds get mixed reviews. When implemented correctly, they can be an excellent investment opportunity, but they can be abused and end up costing expats a lot of money

Everywhere
How to calculate what I need to pay into a pension

How to calculate what I need to pay into a pension

This article provides a clear breakdown on how to calculate exactly what you should be contributing to your pension to get the retirement you want

United Kingdom
Transferring pension funds to a SIPP: Options available for British expats and foreign nationals living in the UK

Transferring pension funds to a SIPP: Options available for British expats and foreign nationals living in the UK

While self-invested personal pension schemes (SIPPs) were originally designed for more experienced investors, more and more people (including UK non-residents) are transferring their personal pension ...

United Kingdom
401K: Should American expats no longer living in the US close their 401k and/or IRA accounts?

401K: Should American expats no longer living in the US close their 401k and/or IRA accounts?

Options for American's living or planning to live abroad who have been told their 401k or IRA accounts need to be shut down.

USA
‘Green-Screening’ your future investments: Why ethical investing is important to understand

‘Green-Screening’ your future investments: Why ethical investing is important to understand

This article provides an an in-depth look into how you can ensure that your important investments are done both ethically and efficiently.

Everywhere
Financial advice for foreign nationals living in Italy

Financial advice for foreign nationals living in Italy

Foreign nationals in Italy are finding themselves in need of expert advice to know exactly how to declare their foreign assets and income to meet Italian tax obligations. This article provides an ...

Italy
Financial Emigration for people leaving South Africa

Financial Emigration for people leaving South Africa

The process of financial emigration can be rather complex, especially for foreign nationals leaving South Africa, and with new laws set in 2020 by the National Treasury and SARS, now is a better time ...

South Africa