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

Options to mitigate the changes to UK Pension Lifetime Allowance

Options to mitigate the changes to UK Pension Lifetime Allowance

The UK Pension Lifetime allowance was eroded to £1m, but you still have options available. Find out what they are

United Kingdom
Five essential tips to maintain good financial health as an expat in Italy

Five essential tips to maintain good financial health as an expat in Italy

Five important financial tips to adapt, survive and thrive as an expat living in Italy!

Italy
Gifted Deposits: What are they and how they work for expats

Gifted Deposits: What are they and how they work for expats

An explanation of gifted deposits for expats looking to purchase property and secure a mortgage.

United Kingdom
16 important pension terms British expats need to know explained in plain English

16 important pension terms British expats need to know explained in plain English

We’ve collated the most common pension terms which most expats will come across, and explained them in plain English.

United Kingdom
Pensions Freedom: The information every expat with a UK pension needs to know

Pensions Freedom: The information every expat with a UK pension needs to know

Find out how the new pension freedoms will affect expats living abroad with a UK pension

United Kingdom
Estate Planning Checklist

Estate Planning Checklist

We’ve created this concise Estate Planning Checklist which should provide you with a guide to what needs to be considered regardless of your country of residence.

Everywhere
Expat Website Review: ThinkSpain.com

Expat Website Review: ThinkSpain.com

For people thinking of moving to Spain, ThinkSpain is a very useful website containing the latest news, jobs and properties all in English.

Spain
Don't want to retire? Here's 8 alternatives to retirement

Don't want to retire? Here's 8 alternatives to retirement

Retirement isn't the only option, and more people are considering an alternative to out-and-out retirement.

Everywhere
What the FATCA does all this mean?

What the FATCA does all this mean?

The intention of FATCA was to tackle offshore tax evasion; however these regulations have imposed stringent due diligence and reporting requirements on non-US financial institutions.

USA