Reasons why people come to us and how we can help you

We can work with expats in different scenarios depending on you own unique position. This could be financial planning or tax advice or managing your investments. To learn what this means in practice see below for different case studies.

  Young Expat Family   You're an expat posted abroad for a number of years with a young family

Young Expat Family

You're an expat posted abroad for a number of years with a young family

  Coming to the end of your expat posting   You've been abroad for a few years and need to think about the repatriation plan

Coming to the end of your expat posting

You've been abroad for a few years and need to think about the repatriation plan

  Concerned about a market crash   You have an investment portfolio but worried about a market crash and what this will do to the portfolio

Concerned about a market crash

You have an investment portfolio but worried about a market crash and what this will do to the portfolio

 
  Unsure if you have saved enough for retirement   You have savings and a retirement plans in place but you want to know if this is enough

Unsure if you have saved enough for retirement

You have savings and a retirement plans in place but you want to know if this is enough

  Have a lump sum and not sure what to do with it   You have built up a lump sum in your bank account but you feel you need to get a better return but unsure how to do this

Have a lump sum and not sure what to do with it

You have built up a lump sum in your bank account but you feel you need to get a better return but unsure how to do this

  Young and single expat but need to save   You are living abroad and are spending all your income and you know you need to save for the future.

Young and single expat but need to save

You are living abroad and are spending all your income and you know you need to save for the future.