Expat Financial Advice Articles

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

What we're about…

Working Smart

We work efficiently for our clients, adding value wherever we can by being pro-active, and making the most of our expertise by recognising and utilising the simplest, most effective financial planning solutions..

Read more »
invest while living abroad

Posted by Josh Maunder | Aug 19, 2024

How do I invest while living abroad?

Moving abroad opens up a number of exciting opportunities as well as some daunting financial challenges. One of these is how best to manage and grow your savings and investments.

UK pension annuity for non UK resident

Posted by Ryan Frost | Jan 04, 2024

UK Pension Annuity for Non UK residents

Looking for a UK Pension Annuity for Non UK residents? Does such an investment option exist that allows you to grow your pot of money with highly-attractive returns while also

ISAs for Non-UK Residents

Posted by Ryan Frost | Dec 26, 2023

ISAs for Non-UK Residents

A look at the options available for ISAs for Non-UK residents. Many expats who have worked in the UK have built up ISA’s. Upon relocating elsewhere, these assets are often

What to do with my UK ISA now I live abroad?

Posted by Ryan Frost | Dec 18, 2023

What to do with my UK ISA now I live abroad?

If you have recently moved abroad you may find yourself wondering what will happen to your individual savings accounts (ISAs). This is a valid concern, and the answer depends on

Fixed-income investments for US Expats

Posted by Cedric Bernier | Dec 13, 2023

Multi-Currencies Fixed Income Annuity for Expats

Are you an expat living abroad? You might be wondering if there are multi-currencies (USD, GBP, EUR) fixed-income annuity for Expats. Today we will review the kind of risks associated

Annuities for expats

Posted by Ryan Frost | Dec 07, 2023

Fixed-Term Cash Annuities for Expats – Grow your money safely

Are you living abroad and looking for a safe and effective way to grow your money with competitive returns and the peace of mind of knowing that your initial investment

Fixed income investments for expats

Posted by Ryan Frost | Apr 05, 2023

Fixed Income Investments for Expats

Fixed income investments for expats are finally an attractive option due to the rise in interest rates. After years of negligible returns, and 2022 being the worst year on record

Savings options for Expats

Posted by Ryan Frost | Sep 11, 2017

Savings options for Expats – What are your options?

How to save money as an expat? Savings options for expats of every demographic! For the majority, the dream of moving abroad for work is exactly that, a dream. But

investment types

Posted by Ryan Frost | Sep 06, 2017

Expat Investment Portfolio Analysis

How much are you really paying for Financial Advice? Using a financial advisor is a surefire way to increase your return on investments and subsequently, your savings and pension funds

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

One of our expert financial advisers will aim to get back to you within 12-24 hours.

x