Most expats who feel financially organised have three blind spots they haven’t noticed yet. This scorecard is the same diagnostic our advisers run when a new family asks "are we covered?" - 15 yes/no questions, four minutes, and a finishing score that tells you whether your setup is genuinely watertight or quietly drifting.
In the last five years of running this with new clients, the most common finding is the same: people who assumed they were "fine" usually have at least one issue that is expensive to unwind, and one issue that is still cheap if caught now.
This scorecard was built by advisers who specialise in cross-border wealth for British, Australian, American, South African and European expats. It covers the four areas where most exposure quietly accumulates: residency assumptions, pension and income structure, estate and family arrangements, and the slow-burn risks no one flags until they bite.
If you finish the scorecard and the result surprises you, that is the point. From there, a 30-minute conversation with one of our advisers turns the gaps into a prioritised plan.
