Guides for Expats

British Expat Wealth & Retirement Guide

Retirement

Download the British Expat Wealth & Retirement Guide. Bring together pensions, investments, property, tax, retirement income, currency and estate planning when you live abroad.

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UK Pension Guide for Expats

Pensions

Download the British Expat’s Guide to UK Pensions. Understand consolidation, SIPPs, QROPS, State Pension, tax, retirement income and what to review before making a change.

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Expat Retirement Playbook

Financial guidance, Retirement

Download the Expat Retirement Playbook. Bring together spending, pensions, investments, tax, currency and future residence into one practical retirement plan.

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Americans Abroad Financial Planning Guide

Financial guidance

Download the Americans Abroad Financial Planning Guide. Understand US tax, foreign accounts, investing, retirement, Social Security, estate planning and cross-border financial decisions.

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Expat Pension Review & Second Opinion Guide

Pensions, Retirement

Download the Expat Pension Review & Second Opinion Guide. Review your pensions, investments, fees and advice before transferring, consolidating or making another major pension decision.

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US Retirement Accounts Abroad Guide

Pensions, Retirement

Download the US Retirement Accounts Abroad Guide. Understand 401(k)s, 403(b)s, IRAs, Roth IRAs, rollovers, tax and retirement planning when you live overseas.

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Retirement Income Playbook

Retirement

Download the Retirement Income Playbook. Build a retirement income system around spending, secure income, portfolio withdrawals, tax, currency and flexibility.

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401(k) Guide for Expats

Pensions, Retirement

Download the 401(k) Guide for Expats. Understand what happens to your 401(k) abroad, whether to leave it, roll it over or convert it, and how tax and withdrawals work overseas.

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Expat Retirement Readiness Guide

Retirement

Download the Expat Retirement Readiness Guide. Work out how much you need to retire, test your income, spending and resilience, and see whether your plan is actually ready.

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Five Years Before Retirement Playbook

Retirement

Download the Five Years Before Retirement Playbook. Use the final five working years to organise spending, pensions, investments, tax, cash flow and retirement income before you stop work.

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£1 Million Expat Retirement Playbook

Retirement, Financial guidance

Download the £1 Million Expat Retirement Playbook. See how £1 million can translate into retirement income once spending, pensions, tax, investment risk and location are considered.

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UK Pension Consolidation Guide for Expats

Pensions

Download the UK Pension Consolidation Guide for Expats. Understand when combining pensions can help, what benefits you could lose and how to decide which pensions should stay separate.

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Defined Benefit Pension Guide for Expats

Pensions

Download the Defined Benefit Pension Guide for Expats. Understand your guaranteed pension income, transfer value, inflation protection, spouse benefits and the trade-offs before considering a transfer.

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SIPP vs QROPS for Expats

Pensions

Download the SIPP vs QROPS Guide for Expats. Understand the differences, tax considerations, costs and trade-offs before deciding whether your UK pension should move at all.

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UK State Pension & Voluntary NI Guide for Expats

Pensions, Retirement

Download the UK State Pension & Voluntary NI Guide for Expats. Check your National Insurance record, understand the April 2026 rules and decide whether filling gaps could improve your State Pension.

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Returning to the UK Guide for Expats

Financial guidance

Download the British Expat’s Guide to Returning to the UK. Review tax residence, investments, pensions, property, currency and estate planning before UK residence restarts.

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UK Tax Residence Guide for Expats

Tax planning

Download the UK Tax Residence Guide for Expats. Understand the Statutory Residence Test, UK days, ties, split years and temporary non-residence when living internationally.

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Moving from the UK to the UAE Financial Planning Guide

UK Leavers

Download the UK to UAE Financial Planning Guide. Review tax residence, pensions, investments, property, currency and retirement planning before and after moving to the UAE.

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UK Pensions & Inheritance Tax April 2027 Guide

Estate planning, Pensions, Retirement, Tax planning

Download the April 2027 UK Pensions & Inheritance Tax Guide. Understand how the new rules affect unused pensions, death benefits, beneficiaries and estate planning.

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Expat Estate Planning & Inheritance Guide

Estate planning, Financial guidance

Download the Expat Estate Planning & Inheritance Guide to review wills, beneficiaries, pensions, inheritance tax and assets held across countries.

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UK-US Cross-Border Retirement Guide

Retirement, UK Leavers, Pensions, Tax planning

Download the UK-US Cross-Border Retirement Guide and learn how to coordinate pensions, investments, tax, Social Security and retirement income across both countries.

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American Abroad Retirement Playbook

Financial guidance, Tax planning, Retirement, Investing, Pensions

Download the American Abroad Retirement Playbook. Coordinate your 401(k), IRA, Roth IRA, Social Security, foreign pensions, investments, tax and retirement income overseas.

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Roth IRA & Roth Conversion Guide for Americans Abroad

Pensions, Retirement

Download the Roth IRA & Roth Conversion Guide for Americans Abroad. Understand conversions, tax, the five-year rules and how your country of residence can affect the strategy.

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US Social Security Abroad Guide

Retirement, Pensions

Download the US Social Security Abroad Guide. Understand claiming age, benefits overseas, foreign pensions, Totalization Agreements, tax and retirement-income planning.

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US Brokerage Accounts Abroad Guide

Investing

Download the US Brokerage Accounts Abroad Guide. Understand what happens to US investment accounts when you move overseas, provider restrictions, investment access and cross-border tax issues.

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PFIC Guide for Americans Abroad

Investing

Download the PFIC Guide for Americans Abroad. Understand foreign funds, ETFs, Form 8621, QEF and mark-to-market elections, and how to invest across borders as a US taxpayer.

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403(b) Guide for Expats

Retirement, Pensions

Download the 403(b) Guide for Expats. Understand whether to keep or roll over your 403(b), review fees, annuity guarantees, tax, investments and overseas access.

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529 Plan Guide for Americans Abroad

Financial guidance, Investing

Download the 529 Plan Guide for Americans Abroad. Understand foreign universities, local tax, investment choices, 529-to-Roth rollovers and education planning across borders.

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International Executive’s Cross-Border Wealth Playbook

Financial guidance

Download the International Executive’s Cross-Border Wealth Playbook to coordinate equity awards, pensions, investments, tax residence and family wealth across countries.

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International Portfolio Bond Guide for Expats

Investing, Financial guidance, Tax planning

Download the International Portfolio Bond Guide for Expats. Understand tax deferral, withdrawals, charges, portability and when an offshore bond may or may not make sense.

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10 Retirement Mistakes Expats Make

Retirement, Pensions

Download the guide to 10 retirement mistakes expats make, from pension transfers and tax residence to retirement income, currency and estate planning.

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