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Financial Advice Guides
Financial planning can be overwhelming, especially with complex cross-border advice on pensions, tax, property, and retirement planning. Our financial advice guides, written by our industry-leading financial advisers, provide expert insights and strategies to help you navigate your financial future as an expat.
Financial planning
The 2025 Guide to Repatriation Tax Wrappers in Australia
Whether you’re an Australian heading home or an international professional relocating down under, understanding how Australia taxes investment-linked life policies...
Financial planning
The 2025 Guide to UK Inheritance Tax Planning for Expats
If you’re a British expat with global assets, the UK’s shift from a domicile-based to a residency-based Inheritance Tax (IHT)...
Financial planning
The British Expat’s Guide to Pensions
If you’re a British expat with one or more UK pensions, understanding your transfer options, tax position, and retirement income...
Financial planning
International Portfolio Bonds Guide
If you’re a UK expat looking to grow and preserve your wealth across borders, it’s important to understand how international...
Financial planning
Benefits of a 401(k) or IRA Rollover
Considering a 401(k) or IRA rollover? This guide highlights the key advantages of rolling over your retirement savings. From consolidating...
Financial planning
UK Pension Transfer to Australia Guide
If you have a UK pension scheme, it's critical to understand the implications of transferring your pension to Australia.
Financial Planning
The Defined Benefit Pension Transfer Guide for British Expats
As a British expat with a defined benefit pension scheme, understanding the pros and cons of a pension transfer is...
Financial planning
Expat Guide to UK Property Investing
Whether you're looking to retire or make your money work harder, the UK property market is a strong investment option...