Free Guide to Financial Planning for British Expats
Regardless of how much money you may or may not have, it's vital you make comprehensive plans for your future.
Whether you’re considering professional financial assistance or not, download our free financial planning guide which will help you to create a financial plan which will help you achieve your personal objectives.
Get a complete understanding of
- Expat wealth management
- Education fee planning
- Estate planning as an expat
- Offshore and international banking
- Retirement and pension planning
Whatever part of the world you and your family are relocating to, it is fundamental that you do the necessary financial planning, so your family’s needs are catered for.
Our free Guide to Financial Planning for British Expats will provide you with key information which details the challenges and also offers solutions to help you improve the way you manage your finances.
Optional free consultation with an independent expert
While our Guide to Financial Planning is very informative, you must never rely on our guides to make a decision about your financial matters.
For this reason we also offer an optional free review of your financial situation with an independent consultant from our network who can provide advise to your specific situation.
Once your details are received, if you have ticked the box on the form that says "Please check this box if you would like to receive a free consultation with an independent consultant from our network", we will arrange for a consultant to contact you directly to set up your free consultation. They will not be passed to anybody else, and we promise not use them for any other purpose.
During your review the specialist will explore your objectives, health, attitude to risk and family circumstances before creating your own Personal Financial Report which details all the options available to you, including a recommendation for your best course of action.