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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expat spanish taxation

Posted by Ryan Frost | Oct 10, 2016

Expat Spanish Taxation – Foreign Asset Reporting

Expat Spanish taxation is a very complicated affair and there are potentially severe fines and penalties for anybody who fails to declare and pay the correct tax in Spain. Expats

expat financial plan

Posted by Ryan Frost | Sep 29, 2016

Expat Financial Plan: Make your money grow in 3 easy steps

Whether your decision to move abroad was based on work commitments, or for the positive impact it has or will have on your living arrangements and surroundings, there are a

Overseas UK Pension Transfers

Posted by David Naughton | Sep 26, 2016

How will Brexit impact my expat pension? QROPS & SIPP

What are the consequences of Brexit in terms of your expat pension? This is a question, I’m sure, on many people’s minds following the the recent vote in the UK

Posted by Ryan Frost | Sep 14, 2016

International education savings plan- start one today

Having a solid international education savings plan in place is ideal if you’re an expat and have kids or are planning to start a family soon. You are all aware

Posted by Ryan Frost | Sep 13, 2016

Final Salary Pension – Oil & Gas – To Transfer or Not

Is the time right to transfer? If you are considering either “if” or “when” you should transfer your final salary pension into a more flexible scheme and take advantage of

financial future

Posted by Ryan Frost | Sep 12, 2016

What will happen to my pension if I am moving abroad?

Moving abroad later in life can be a strenuous process at the best of times. Although the day to day expenses in your life may be reduced by moving to

Posted by Ryan Frost | Sep 01, 2016

Expat Financial Planning – Don’t postpone your future

‘I’ll do it next year’ – common misconceptions about expat financial planning Even in a post-Brexit world, the attractions of an expat lifestyle are attractive.  We dream of warmer weather,

Posted by Ryan Frost | Aug 28, 2016

Expat Financial Advice: 8 questions to ask your adviser

What you should ask your expat financial adviser: When you seek expat financial advice, it is essential your chosen professional is someone you are comfortable with, as you will, after

Posted by Ryan Frost | Aug 25, 2016

Lost Pension: How to be reunited with it again

What do you do if you have a long forgotten pension? Gone are the days when we took a job for life. Now, the average worker stays in a role

UAE Expats aren't saving for retirement experts say

Posted by Ryan Frost | Aug 10, 2016

Experts Send UAE Expats Retirement Planning Warning

The UAE has long been a destination of choice for expats thinking of making a career move overseas, but financial experts have recently fired a warning to UAE expats that

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