Expat Financial Advice Articles

Our team regularly puts together blog posts about the current market situation or relevant topics.

What we're about…

Keeping it simple

We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.

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How to invest as a US expat living in the UK

Posted by Cedric Bernier | Jul 11, 2022

How to invest as a US expat living in the UK

US citizens living in the UK can find it hard to invest in a local bank or investment firm. It can make it difficult for American Expats to find good

Overseas Transfer Charge (OTC) after Brexit

Posted by Jack Camille - ACSI | Jun 15, 2022

Overseas Transfer Charge (OTC) after Brexit

A closer look at the Overseas Transfer Charge and the implications after Brexit. In March 2017 the UK Government introduced a new rule which applied to any UK pension transfer

financial advisor for international professional athletes

Posted by Cedric Bernier | Jun 14, 2022

Financial Advisor for International Professional Athletes

Are you looking for a financial advisor dedicated to international professional athletes? The Life of an International Pro Athlete? International Professional Sports Athletes have specific financial needs. The help of

Saving and Investment options for US Citizens Expats

Posted by Cedric Bernier | Jun 09, 2022

Saving and Investment Options for US Citizens Expats

Looking for Saving and Investment options for US Citizens Expats? American Expats living around the world can find it difficult to invest their funds with local banks and investment firms.

Pension Transfer Analysis Report (TVAS)

Posted by Jack Camille - ACSI | Jun 07, 2022

Pension Transfer Analysis Report (TVAS)

Pension Transfer Analysis Report (TVAS) is a report in relation to defined benefit (commonly referred to as final salary) pension schemes. For any defined benefit schemes that have a CETV

401K Rollover Hidden Tax Strategy for Expats

Posted by Cedric Bernier | Jun 07, 2022

401K Rollover Hidden Tax Strategy for Expats

401K Rollover Hidden Tax Strategy for Expats. As an expat, you might have a 401K you had with a previous employer. You might not be aware that there is a

What happens to my 401k if I move to another country?

Posted by Cedric Bernier | Jun 07, 2022

What happens to my 401K if I move to another country?

What happens to my 401K if I move to another country? There are a few different options for ex-pats who still have one or multiple old 401k plans in America.

Roth IRA Conversions for Expats

Posted by Cedric Bernier | May 05, 2022

Roth IRA Conversions for Expats

Roth IRA Conversions for Expats. American expats have many tax strategies when it comes to maximizing their retirement income. Most Americans are familiar with the terms 401K or traditional IRA

Pension Transfer Analysis Report (TVAS)

Posted by Jack Camille - ACSI | Apr 11, 2022

Low Cost UK Pension Transfer Advice

Low Cost UK Pension Transfer Advice. Pensions are built up over a lifetime of working. If you are thinking of transferring your pension, it’s important to ensure the advice cost

International Private Pension Plan

Posted by James Rayburn - DipPFS | Apr 06, 2022

International Private Pension Plan – What You Should Know

What is an International Private Pension Plan? As a non-UK resident, you may be wondering what your options are with regards to transferring your UK pensions, or perhaps even your

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