Your Financial Profile

What actually matters for your situation as an expat?

Five questions. We map your profile and show you what to focus on, with the relevant guides and next steps.

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Get the expat financial planning checklist

The structural questions every expat should settle: tax residency, pensions, fund structure and estate. One page, free.
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Tool

UCITS vs US ETFs

Why domicile matters more than which fund you pick.

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Tool

Regulatory Check

Verify your adviser is actually regulated where you live.

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Tool

Pension Decision Tree

SIPP, QROPS, or stay put. Walk through the decision.

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Guide

Cross-Border Estate Planning

What happens to your assets when you die abroad.

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