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

Defined benefit pension schemes explained

Defined benefit pension schemes explained

Learn more about defined benefit pension schemes and the options available to people who either live in the UK or abroad as an expat

United Kingdom
Choosing a Financial Adviser

Choosing a Financial Adviser

If an adviser is using fear to get you to sign their agreement, take a step back and, again, get a second opinion.

Everywhere
9 major differences between good and bad financial advisers

9 major differences between good and bad financial advisers

Getting good financial advice is essential if you are looking to make an investment, but how can tell if the adviser you've chosen is good or not? These are our 9 tips

Everywhere
The role of the FCA and British expats

The role of the FCA and British expats

The FCA is a regulatory authority created by HM Treasury and is designed to provide a certain degree of financial security. This article explains the role of the FCA with regards to expats

United Kingdom
How to spot a rogue financial adviser

How to spot a rogue financial adviser

Find out the common tricks and tactics rogue financial advisers will use to try and take your money away from you and know the steps to help ensure you avoid making a massive financial mistake

Everywhere
Finding a lost pension

Finding a lost pension

If you haven’t received your pension statement for over a year, you may have "lost" your pension. Find out how you can take steps to trace it again.

United Kingdom
Annuities

Annuities

If you have a pension, purchasing an annuity is a big decision, and something which pension companies will push – but what are they?

United Kingdom
The UK State Pension

The UK State Pension

If you're a British expat, retired or otherwise, discover your State Pension options and help maximise your retirement income

United Kingdom
Financial planning for expats in Africa

Financial planning for expats in Africa

Working as an expat in Africa can yield generous financial rewards, but sound planning and expert advice is needed to protect your assets and plan for a comfortable retirement.

South Africa
What are structured notes, how do they work and what are the risks?

What are structured notes, how do they work and what are the risks?

Structured notes are fixed-term complex investments that track the performance of derivatives over a period of time. This article gives an overview of structured notes and provides examples of how ...

Everywhere
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