Expat Finance, Simplified
Transparent, personalised financial planning for expatriates worldwide.
We offer straightforward, fee-based guidance across retirement planning, international pensions, tax-efficient investing, savings plans, and insurance. No hidden commissions, no conflicts of interest—just expert advice tailored to your life abroad.
Downloadable Resources for Expats
Choose the guides that interest you — fill in the form once to unlock access to all of them.
THE GUIDE TO MOVING ABROAD FROM THE USA
Moving abroad as a U.S. citizen comes with unique tax, investment, and planning challenges. This comprehensive 2026 guide breaks down everything Americans need to know.
UK PENSION EXPAT GUIDE
This guide will help you understand your UK pension options as a non-UK resident, including comparisons, costs, avoiding scams, and choosing a reputable financial adviser.
US RETIREMENT PLANS FOR NON-US RESIDENTS
Explore essential insights on 401(k), IRA rollovers, tax implications, and retirement planning options in the U.S. for 2024. Maximize your retirement savings with expert advice.
Tax-Loss Harvesting Guide: Turning a Negative Into a Positive
Learn how tax-loss harvesting can reduce taxable income, offset gains, and optimize portfolio performance. Consult a financial advisor to maximize benefits.
15 Minute Guide to a Retirement Plan
The “15-Minute Guide” simplifies retirement planning with quick steps: assess finances, set goals, estimate funds, create a savings plan, adjust it, use online tools, and consult experts.
Your Future Plans, the Whole Picture
VALUES
You
Service
Your Future Plans, the Whole Picture
Absolute Transparicy
About your situation, the costs, the limitations, the risks, and the time it takes.
Your Best Interest
No motivation due to commissions from third parties. As your investments grow, so does our compensation. Our interests are aligned with yours.
True Advisers
You will be supported by passionate people with experience and knowledge.
Fee-Only
The more you invest we offer fee breakpoint.
Accountable
To provide you with the knowledge you need to succeed through all life transitions. Not just being told what to do, but to be in control and up to date every step of the way.
The Whole Picture
A tailored plan is created based on all aspects of your personal and financial life to help you stay on track to meet your goals.
Are You in the Optimal Position?
Are You in the Optimal Position?
Qualification
A quick call to see if and how you can benefit from our services.
Review
If you already have a portfolio we can do a review, if not we will look at your whole financial picture and outline your goals together.
Recommendation
Your tailored portfolio gives an overview of how you’ll work toward your financial goals. Here you decide if you like to go ahead.
Onboarding
You will be taken through all the necessary steps so you know what to expect.
Service
Continuous high-quality service. Expect quarterly updates, regular contact and a yearly review of your portfolio.
Our Latest News
How Non-UK Residents Can Inherit a UK Pension
Inheriting a UK Pension While Living Abroad: What Non-UK Residents Need to Know If you or your...
QROPS in 2025: What UK Expats Need to Know Before Transferring
Thinking about transferring your UK pension to a Qualifying Recognised Overseas Pension Scheme...
UK Pension Inheritance Tax for Expats: Key 2025–2027 Changes
Moving overseas may feel liberating, but it also brings fresh financial complexities, especially...
