US Expat moved offshore and still have a 401k based in the US? Already a US expat living offshore and have 401K or Roth IRA. The process of rolling over…

Spring Budget  The Spring Budget has brought changes to ‘Qualifying Overseas Pension Schemes (QROPS) . Which will affect expats who want to transfer their pensions outside the EU, New Zealand…

British retiring abroad for the sun  Every year, thousands of British retiring abroad, heading for the sun to settle in places like Spain, Portugal and Thailand. It’s believed as many as 2…

Expat Returning – The last thing on an expat’s mind is the homeward bound If life overseas is idyllic then the last thing on an expat returning mind is the…

Canada Expat Financial Advice If you are living and working in Canada there are different expat financial wealth management services for you. These range from investment management, traditional lending to…

Spanish Tax Authorities getting tougher! The Spanish tax office has announced new measures to crack down on tax fraud. Their tax plan for 2017 revealed new IT tools and processes…

Managing Expat Wealth: In 2015 George Osborne’s pension freedoms created a dash for cash by retirees. The public might want to focus their attention on the tail-end of his changes…

New tax rule change could mean the tax bill outweighs the benefits Are you a UK Property Tax Expat? The UK government has introduced various changes that make owning property…

Making the decision to hire a expat financial adviser can be difficult. It’s not always easy to know exactly what a expat financial adviser is, and what they can do…

If you’re one of the British expats living in an EU country you’re likely wondering how Brexit will affect you .What financial preparations you should make ahead of Britain leaving the…