Essential Cross-Border Financial Planning Guide

As you prepare to start a new life abroad, there has perhaps never been a better time to create a holistic (cross-border) financial plan that brings together your savings, investments, assets, pensions and estate planning - to provide you with a clear, coordinated strategy for your future.

Whether you are starting a new life overseas in support of a career move, or planning to relocate abroad to enjoy the retirement you have always envisaged, this guide details key financial considerations and provides you with practical insights on cross-border taxation, investment management, pension optimisation, estate planning, and lifestyle strategy, to support a smooth transition and safeguard your long-term financial security, providing you with valuable insights into:

• Residency and tax rules
• Protecting and growing your wealth overseas
• Optimising your pensions while abroad
• Managing currency risk
• Estate and succession planning across borders
• Health, property, and lifestyle considerations
• Financial planning for a global life.

Your guide will explain the challenges and opportunities in respect of your move abroad, but does not replace the need for expert financial advice. Once you have received the guide, we'll follow up to answer any questions that you might have, and give you the opportunity to speak to a dual-qualified international advisor.

Our advisors make the complex simple for expats in more than 50 countries worldwide and are dedicated to helping clients grow and protect their wealth, wherever they choose to live, work, and retire.