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

Assurance vie: a detailed guide for expats living in France

Assurance vie: a detailed guide for expats living in France

For expats living in France, an assurance vie is a tax efficient investment product which should be considered if you intend to live in France for a long time.

France
How to invest 100k as a non-resident or British expat

How to invest 100k as a non-resident or British expat

When you have a lump sum to invest, there are many options and decisions to be considered. In this article we identify what you need to consider when looking to invest £100k or more

United Kingdom
Can non-UK residents open a SIPP?

Can non-UK residents open a SIPP?

I live outside of the UK and I would like to open a UK SIPP, is that possible and how do I do it?

Everywhere
Why have 91% of expats not sought expert financial advice?

Why have 91% of expats not sought expert financial advice?

While expat financial affairs are complex, very few expats actually seek financial advice. This article provides a summary of our recent report looking at The State of Expat Financial Advice

Everywhere
Pension Transfer Options For Holders Of UK Pensions Living In The US (formerly QROPS in the US)

Pension Transfer Options For Holders Of UK Pensions Living In The US (formerly QROPS in the US)

An explanation of UK pension transfers for residents in the US, including an explanation of why you cannot use a ROPS/QROPS as part of your pension transfer

USA
British Expats Financial Checklist for 2023

British Expats Financial Checklist for 2023

2023 is the perfect time to both re-evaluate your options, read our financial checklist to help prepare for a financially smart year.

Everywhere
How to make financial decisions in turbulent times

How to make financial decisions in turbulent times

With the world facing its most unpredictable future, understanding how to make financial decisions in turbulent times is critical.

Everywhere
Income Protection Insurance for British Expats

Income Protection Insurance for British Expats

Income protection insurance is widely overlooked by expats, but has some extremely rewarding qualities, this article looks at the options available for British expats

Everywhere
How a devalued British pound affects British expats and options to minimise the impact

How a devalued British pound affects British expats and options to minimise the impact

With GBP reaching it's lowest value against the US dollar and continuing to show signs of weakness, this article looks at the impacts, opportunities and options that exist for British expats who are ...

United Kingdom
Investing in start-ups as an expat

Investing in start-ups as an expat

The article lays out some key fundamentals when investing in unlisted companies and looks at the various options available as well as the key benefits and risks

United Kingdom
Back-end loads: How to avoid being stung with hidden fees as an expat investor

Back-end loads: How to avoid being stung with hidden fees as an expat investor

In regulated financial markets, back-end loads are a legitimate fee option. However, many expats are being stung with hidden fees masquerading as back-end loads

Everywhere
QROPS (ROPS) Pitfalls: How to protect yourself

QROPS (ROPS) Pitfalls: How to protect yourself

Every day, thousands of expats are targeted with QROPS cold-calls. Here's the story of one such expat and how they protected themselves by using Experts for Expats

Everywhere
Alternative investments and crowdfunding explained

Alternative investments and crowdfunding explained

Alternative investments are increasingly attracting the attention of investors; but should you be considering them and which is the best option for you?

Everywhere
Pension deficits: Should you be concerned and what are your options?

Pension deficits: Should you be concerned and what are your options?

There is much media coverage surrounding pension deficits, but how have they come about, should you be concerned and what are your options?

United Kingdom
QROPS vs QNUPS

QROPS vs QNUPS

To have an overseas pension plan classed as QNUPS some important requirements must be met.

United Kingdom