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

What is an investment platform?

What is an investment platform?

I am evaluating my investment options and I am considering using an investment/fund platform, what exactly are they and what do they do?

Everywhere
Should I avoid offshore investment bonds?

Should I avoid offshore investment bonds?

I've read that offshore investment bonds should be avoided because they are mis-sold by financial advisers looking to earn commission from my investments. Should I avoid offshore investment bonds?

Everywhere
What is an offshore investment bond?

What is an offshore investment bond?

My financial adviser has recommended that I use an offshore investment bond, but I'm not sure what they are. What are offshore investment bonds?

Everywhere
I want to retire abroad, where do I start and how do I create my retirement plan?

I want to retire abroad, where do I start and how do I create my retirement plan?

Retiring abroad is a dream for so many people, but the complexities around retiring abroad are much greater than retiring in your home country. This article looks at the key decisions you will need ...

Everywhere
Managing your investments while living abroad can put you in a uniquely vulnerable position. It’s not uncommon to come across rogue financial advisors so we have put together this overview to help you differentiate between the trustworthy advisors and those you should avoid

Managing your investments while living abroad can put you in a uniquely vulnerable position. It’s not uncommon to come ...

Managing your investments while living abroad can put you in a uniquely vulnerable position. It’s not uncommon to come across rogue financial advisors so we have put together this overview to help ...

United Kingdom
What is a SIPP?

What is a SIPP?

I’m evaluating my retirement plans and I am considering opening a SIPP, but what are they and are they suitable for me?

United Kingdom
ROPS in Australia – Transferring a UK pension

ROPS in Australia – Transferring a UK pension

An explanation of how ROPS in Australia are possible for people looking to transfer UK pension funds into an Australian superannuation fund.

Australia
ROPS - Recognised Overseas Pensions Schemes - Fully explained and advice

ROPS - Recognised Overseas Pensions Schemes - Fully explained and advice

A ROPS (formerly QROPS) is an overseas pension scheme which can give additional freedom to expats still holding pension funds in the UK

United Kingdom
International money transfers and how to manage multiple currencies when you live abroad

International money transfers and how to manage multiple currencies when you live abroad

Virtually every expat has to make international payments, whether transferring small regular amounts or making large one-off payments. Excellent currency management is essential for anybody with ...

Everywhere
Currency brokers vs banks: Which is actually the best option for international payments?

Currency brokers vs banks: Which is actually the best option for international payments?

If you're regularly moving money abroad, it's worth investigating all the options to ensure you're getting the a secure and cost effective transfer. Here we look at the differences between brokers ...

Everywhere
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