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Free E-Guide Download

Planning Your Next Steps

The opportunities afforded to expats can be life changing but if you are to take full advantage, it’s vital you have a plan in place wherever your journey takes you next.

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What's Included
  • Why the majority of financial advisers are unable to help you when you move
  • Tieing up loose ends
  • Returning home
  • The rule of three bank accounts
  • How to identify safe and tax efficient jurisdictions best suited to you
  • Understand the portable savings options for international workers
  • The myths associated with offshore savings
  • Why your existing insurance might not cover you when you move
  • Why how you save is just as important as what you save
Overview

This e-guide covers salient points to consider ahead of your departure and the changes you can make to ensure your savings plan is as flexible and portable as your circumstances require.

Whilst there are many international globally based planning firms, most have no ability to offer regulated ongoing advice or service to expats when they choose to move on to their next post or return home. And with the majority of internationally based advisers geared up to only provide offshore and localised solutions in the jurisdiction they are based, many investors find that the consequences of moving have been completely overlooked, resulting in additional fees, tax penalties and more.

To find out more download your free e-guide now to maximise your expat status and build your perfect future.