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

Financial considerations of Executive Expats living in Africa

Financial considerations of Executive Expats living in Africa

Executive expats in Africa require access to tailored and independent wealth management advice provided within a safe and secure financial centre in which to grow and protect their wealth.

South Africa
Retirement Planning for British Expats in Spain

Retirement Planning for British Expats in Spain

While Brexit has scuppered many British peoples' retirement plans, Spain still presents wonderful opportunities for retirement and smart financial planning can ensure an expat's retirement is ...

Spain
British expats' investments post-Brexit

British expats' investments post-Brexit

The tremors of the Brexit vote are still being felt across financial markets around the world. The initial devaluation of the pound was widely forecast, but what choices are available for expats ...

United Kingdom
Spanish Investment Bonds explained

Spanish Investment Bonds explained

In this article, we take an in-depth look at how expats can correctly analyse and manage their tax efficiency when considering Spanish investment bonds, to adjust for a current or upcoming Spanish ...

Spain
Options for expats having their Barclays or Lloyds UK bank accounts closed due to no-deal Brexit

Options for expats having their Barclays or Lloyds UK bank accounts closed due to no-deal Brexit

What options are available for British expats living in the EU who have been told that their UK bank account will be closed in the event of no trade deal being agreed between the EU and the UK before ...

United Kingdom
Pension consolidation for British expats and UK residents

Pension consolidation for British expats and UK residents

After years of working for a variety of different employers, people accumulate multiple pensions schemes meaning pension pots are spread across different providers and products, potentially making it ...

United Kingdom
Can I transfer my UK pension to Australia?

Can I transfer my UK pension to Australia?

I have previously lived in the UK and paid into a UK pension, however, I have moved to Australia and want to know: can I transfer my UK pension to Australia?

United Kingdom
Offshore Portfolio Bonds for Canadians living in the UK

Offshore Portfolio Bonds for Canadians living in the UK

Offshore Portfolio Bond (OPB) is an investment ‘wrapper’ provided by an insurance company. Within the ‘wrapper’ the investor can buy investment funds.

United Kingdom
Financial matters Expats must consider in the wake of Coronavirus (Covid-19)

Financial matters Expats must consider in the wake of Coronavirus (Covid-19)

Taking into consideration the rapidly ever-growing spread of our current global pandemic Coronavirus (COVID-19), you will need to evaluate your current situation as an expat. We have compiled a list ...

Everywhere
American Investors: Investment options when you live outside of the USA

American Investors: Investment options when you live outside of the USA

Investing as an American living abroad has become a greater challenge in recent years due to changes in US law and the availability of forms willing the assist US expats. This article discusses the ...

Everywhere
What to do with an inheritance

What to do with an inheritance

Knowing what to do if you receive or are about to receive an inheritance is a critical part of financial planning. This guide will walk you through the key considerations you will face.

Everywhere
Brexit and pensions: What impact will Brexit have on UK pensions?

Brexit and pensions: What impact will Brexit have on UK pensions?

With Brexit looming, one of the most popular questions advisors in our network are being asked is "what will happen to my pensions?". Skip past the scaremongering and read our balanced overview of ...

Everywhere
Does it matter if the advisor managing my Maltese QROPS is MiFID II compliant?

Does it matter if the advisor managing my Maltese QROPS is MiFID II compliant?

MiFID II is a regulatory requirement of financial institutions, but some firms are using it as an excuse to increase charges and scaring people into making snap decisions

Malta
Financial considerations for Canadians living in the UK

Financial considerations for Canadians living in the UK

As with people of any nationality, Canadians living in the UK face a significant increase in the complexity of their financial matters, from their tax affairs to how they manage their investments to ...

United Kingdom
Key financial considerations for people returning to the UK after living abroad

Key financial considerations for people returning to the UK after living abroad

When returning to the UK after living abroad, careful planning and preparation is required to ensure you avoid making any expensive mistakes. Read our guide and use our free introduction services to ...

United Kingdom