7 Mistakes UK Leavers Make With Pensions
The most common pension mistakes UK leavers make include overlooking tax obligations, making unsuitable transfers or withdrawals, and underestimating curre…
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Insights on wealth structuring, investing and life abroad for expats & high-net-worth individuals.
How to Write a Will as an Expat With Assets in Multiple Countries
To write a will as an expat with assets in multiple countries, start by identifying overseas assets, checking applicable inheritance laws, and deciding whe…
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What Is a Protector in a Trust and Why It Matters for Expats
A trust protector is a person appointed to oversee specific decisions made by a trustee, providing an additional layer of oversight and flexibility in mana…
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Pensions Coming Into UK Inheritance Tax From April 2027: What Expats Should Do
From April 6, 2027, most unused pension funds and pension death benefits will be included in the UK inheritance tax (IHT) calculation, potentially increasi…
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Financial Advisor in the Philippines for Expats: Which Firms Can Help?
An expat financial advisor in the Philippines helps foreign residents manage investments, retirement income, and wealth across borders. The right adviser c…
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Hong Kong vs Singapore: Which Is the Better Base for Wealthy Expats?
Singapore and Hong Kong are two of Asia’s leading destinations for wealthy expats, but Singapore is often better suited to families seeking a base for Sout…
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Financial Advisor in Pattaya for Expats: Investment and Retirement Advice
An expat financial advisor in Pattaya can help retirees determine how to combine overseas pension payments, investment withdrawals, and savings to cover li…
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Financial Advisor in Bangkok for Expats: How to Find the Right Advice
An expat financial advisor in Bangkok could be a local specialist such as Client-Centered or Richard Knight, a Thai private bank such as Bangkok Bank Priva…
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Which Firms Help Expats With Cross-Border Tax Planning?
Expats can find cross-border tax planning support from international tax advisory firms, specialist expat tax providers, global mobility advisers, and priv…
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Which Firms Help Expats With Offshore Investment Planning?
Firms that help expats with offshore investment planning include Adam Fayed, HSBC Global Private Banking, Swissquote, and International Asset Management (I…
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