10 Questions to Ask an Expat Financial Advisor Before Investing
Before investing with an expat financial advisor, ask questions that reveal what you will be signing, paying for and able to change later. An adviser can e…
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Insights on wealth structuring, investing and life abroad for expats & high-net-worth individuals.
I was sold a structured note by my private bank. Now what?
Being sold a structured note by a private bank does not necessarily mean you made a bad investment. However, you need to understand what determines your re…
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Why Guaranteed Returns Can Be a Trap for Expats
Guaranteed returns can become a trap for expats when an investment promises predictable growth but comes with high fees, withdrawal penalties or conditions…
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Life Insurance for UK Inheritance Tax: How to Keep It Outside Your Estate
Life insurance can help cover a UK inheritance tax (IHT) bill by providing beneficiaries with a lump sum when the policyholder dies. Writing the policy in …
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Sierra Leone Enterprise Citizenship: How Does It Compare With Other CBI Routes?
Sierra Leone Enterprise Citizenship is designed for two applicants applying together, offering a combined headline cost of US$165,000, including the shared…
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Which Firms Help Expats Plan Inheritance?
Expats planning inheritance across multiple countries can seek help from international private client law firms, estate and tax specialists, and cross-bord…
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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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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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