Get a free financial review from an expert

Moving to a new country can be exciting, but it can also be overwhelming when it comes to your finances. You have to figure out all the new banking and investment options, which can be difficult if you don't know where to start. Making the right financial decisions as a expat is critical for success in a new country. However, there are so many different options to take, its easy to make mistakes and miss out on `local` knowledge. Expatriates have the added complication of having to deal with the tax rules for more than one country at a time, when global tax scrutiny is at its highest. There can be some added benefits, however getting it wrong can lead to an unwelcome and unexpected tax bill for you or your heirs.

What topics are covered during my review?

Reviewing your finances as an expat, will help you focus on where you're at financially now and more importantly, how you wish to plan your financial future. Looking at your current income and assessing your retirement goals is vital to ensure everything is on track for you and your family. During a review, you may find you're able to increase your income, reduce your taxation or simply achieve full peace of mind. Tax planning is a fundamental part of your financial planning and it's important to be familiar with the local rules. Understand your tax liabilities where you're domicile (home-country) and your new country (tax residence).

Our trusted partner is an independent company, with access to the all of the world's leading product providers. Their international wealth expertise will help you to navigate the through the hundreds of options in the marketplace. Your advisor will prepare and send a personalised recommendation to you via email. Join 1000's of other expat's in reviewing your finances and understand what's important to plan for your future.

If you're sending money to and from your home country, often it isn't as straight forward as we'd like, not to mention navigating between currencies. A professional, financial review will give you a clear understanding of how best to do this, whilst minimising charges and avoiding unnecessary tax triggers. Always get expert advice from someone familiar with the local tax regime and experienced with national and international accounts. Speaking to someone who's an expat themselves always helps.

Living abroad, we share some of the same questions and often find ourselves with complicated and unique circumstances, requiring tailor-made, expat financial advice.

As a member of, you can request a free Financial Review and expat financial advice with our recommended partner. Working with the world's leading financial institutions they bring you exclusive offers that are unavailable anywhere else. They will also show you how to take advantage of any tax breaks and other benefits available to you as an expat. As an award-winning expatriate adviser, you will also have access to expat-only accounts and the ability to minimise charges - so your money can grow faster and safer than ever before

What is included?

An independent review of your current income, savings and investments, with an overview of your liability to taxation. Understand how to best protect your savings, maximise interest and utilise tax breaks you may be entitled to, for both you and your family. Take peace of mind from a video consultation with a highly qualified adviser, who will quickly examine your affairs and provider a detailed summary of your options. They specialise in understanding tax efficient savings and investment structures in different countries. Topics included within your free consultation - early retirement, retirement planning, savings & investments review, investment portfolio advice, investment funds, pensions review, taxation review, healthcare overview.

Ongoing support

Our trusted advisors are UK qualified, offering an exceptional level of advice and ongoing service. Your adviser will be on hand to discuss ongoing and regular reviews of your assets and circumstances as the world we live in continues to change. Your advisor will provide you with periodic valuations and local knowledge, ensuring you have up to date knowledge of the industry and providers of expat-only products. You may consult your adviser regulars for solutions on a number of topics as life progresses as an expat. Staying ahead of local tax and regulation changes, is important for effective financial planning. Your advisor will also be your point of contact to consult through volatile times, as to when to remain invested and when to make changes. You have a much higher chance of success with achieving your goals by reviewing them regularly.

What are the potential benefits?

There's nothing to lose from claiming your free financial review, but potentially lots to gain. In the worst case scenario, your financial adviser will tell you that you?re already in the best financial position with nothing to improve your current situation. After assessing your finances, there will be at least one aspect area of advice to enhance your financial situation. Your consultant will provide you verbally with the options available to you, thereafter to provide you with written recommendations and provider documents. Review your financial goals with the adviser and ask for help on how best to reach them.

The consultation is available to you free of charge in collaboration with

  • Learn how best to protect your wealth and maximise interest in your country of residence
  • Understand your tax liabilities where your domicile (home-country) and your new country (tax residence)
  • Get access to tax efficient savings, investments and pensions available to you, onshore and offshore
  • Discuss how you can improve your family's financial position across a range of topics
  • Request information of how best to invest savings as an expat
  • Receive expert advice from someone who understands your local tax regime and saving options
  • No obligation report provide summarising your options in black and white

Who is the service for?

The service is designed for those who have any of the following

  • Expats living in or moving to a new country
  • Annual income from country of domicile and/or country of residence
  • Savings in excess of 25,000 GBP / EUR / USD
  • Existing investments held within the EU or Internationally
  • Ability to save 500 GBP / EUR / USD per month

Book your free appointment with us

You can book a free meeting by choosing a convenient day/time for your appointment on the calendar provided below. Our recommended service provider is Holborn Assets, who are an award-winning, cross-border financial planner that specialises in financial planning for our expatriate members worldwide. You are entitled to up to 2 hours of free consultation, courtesy of Please complete the form provided so that Holborn Assets' financial planner can contact you.

Please enter your contact details

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