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Serving the Expat Community Around the Globe

We provide a comprehensive wealth management and tax planning service to expats exiting the UK, moving between overseas jurisdictions, returning to the UK as well as non-domiciles living in the UK.

Comprehensive financial and tax planning services for expatriates worldwide

Expat Services: Taxes For Expats

Tax Planning is essential and without proper tax planning you could end up paying considerably more expatriate tax than necessary. Not fully understanding the tax position for your income and assets in another country often leads to the payment of unnecessary taxes and in some cases you may be taxed twice. With the right guidance and help you can make sure that you understand the local tax implications and are able to minimise your tax liabilities both in the UK and overseas. The rules can be complicated and with the introduction of Common Reporting Standards the authorities in most jurisdictions will automatically receive information about your income and asset holdings elsewhere so it is important to ensure that your tax declarations are correct.

Tax Residence Planning

Our experts specialising in expat services will be able to help you plan your exit or re-entry into the UK taking into account the application of the UK statutory residency test and overseas residence rules.

Expat Services: Investments & Pensions

Our advisers are here to help you structure your investments and pensions to ensure that you benefit from tax efficient schemes available to expats in your country of residence and minimise any liability to UK tax. It is really important that you recognize that tax efficiency generally means aligning your assets with your tax residential status. Holding onto UK investments can often be seriously detrimental to your wealth and it is equally important to review your pension to ensure that you benefit from the opportunities available to Expatriates.

Expat Services: Estate Planning and Inheritance Tax

One of the biggest issues for expats moving abroad is an ongoing liability for UK Inheritance tax which is based on the principle of domicile rather than tax residency. This means that you can retain a liability for UK Inheritance Tax on your worldwide assets even when having lived abroad for many years. You will also likely be liable for death taxes in your country of residence.

With careful planning our experts on taxes for expats serving the expat community around the world will guide you through this complex area of planning to help minimise your liabilities.

Expat Services: Insurances

It is important to review your insurance requirements when moving abroad as any cover that you have arranged in the UK may not extend to the country where you intend to be resident or specific exclusions might apply. We can help guide you in respect of all your life and health insurance needs.

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Client Testimonial

Explore our client testimonial video and witness the transformative power of our financial planning and wealth management advice. Hear how our services have guided clients towards financial success, providing strategic insights, and maximizing their wealth. Discover the impact of our financial planning solutions first hand and unlock the path to a prosperous financial future.

Frequently Asked Questions By British Expats On A Global Basis About Their Financial Planning Needs.

Welcome to our FAQ for British Global Expats! If you're a British citizen living and working abroad or considering a global relocation, this guide is designed to provide you with valuable insights and answers to common questions regarding your unique circumstances as a British global expat.

As a British expat living outside the UK, you may have questions about various aspects of your expat journey, including tax obligations, financial planning, healthcare considerations, legal matters, and cultural adjustments. This FAQ aims to address these topics and offer guidance tailored to your specific situation.

While we strive to provide accurate and up-to-date information, it's important to note that regulations, laws, and circumstances can vary across countries and evolve over time. Therefore, we highly recommend consulting with qualified professionals, such as tax advisors, financial planners, legal experts, and expat community networks, who have experience in supporting British global expats.

Let's dive into our FAQ and empower you with the knowledge and resources to navigate the intricacies of life as a British global expat, embracing the opportunities and challenges that come with living abroad.

How can I optimize my tax position as a British global expat?

Optimizing your tax position as a British global expat is crucial for maximizing your financial well-being. Our expert advisors specialize in international tax planning for British expatriates like you. We can help you navigate complex tax regulations, identify tax-saving opportunities, and develop strategies to minimize your tax liabilities. By leveraging our knowledge of both UK and international tax laws, we can assist you in optimizing your tax position, taking advantage of tax treaties, and ensuring compliance with all relevant regulations.

What retirement planning options are available to British global expats?

Retirement planning for British global expats requires careful consideration of various factors, such as cross-border pensions, tax implications, and currency fluctuations. Our dedicated team understands the unique challenges you face. We can help you evaluate retirement options specific to your circumstances, including UK pension schemes, international pension plans, and personal retirement accounts. Our goal is to develop a tailored retirement strategy that aligns with your goals, ensures a comfortable retirement lifestyle, and maximizes the growth potential of your retirement savings.

How can I effectively manage my investments as a British global expat?

Managing investments as a British global expat requires expertise in international markets, currency risk management, and tax considerations. Our wealth management services cater specifically to the needs of British expatriates. Our experienced advisors will work closely with you to understand your risk tolerance, investment goals, and time horizon. We offer personalized investment advice, diversified portfolio strategies, and ongoing monitoring of your investments. By taking into account the unique challenges of being a global expat, we aim to optimize your investment performance and help you build wealth over the long term.

What is estate planning, and why is it important for British global expats?

Estate planning is the process of organizing and managing your assets to ensure their efficient transfer to your beneficiaries while minimizing tax implications and administrative burdens. For British global expats, estate planning is crucial due to the complexity of cross-border assets and inheritance laws. Our specialized advisors can guide you through the estate planning process, taking into account international tax considerations, creating trusts, and drafting wills that align with your wishes. By engaging in proactive estate planning, you can protect your wealth, minimize taxes, and ensure a smooth transition of assets to your loved ones.

How can I ensure proper risk management as a British global expat?

Being a British global expat exposes you to unique risks that require careful management. Our team of experts can assist you in assessing and mitigating these risks. We'll help you evaluate and secure appropriate insurance coverage which take into account the specific risks associated with your global assignments. We are able to implement comprehensive risk management strategies which safeguard your wealth and provide you with peace of mind.

What are the benefits of working with a specialized financial advisor for British global expats?

Working with a specialized financial advisor who understands the unique challenges of being a British global expat can provide numerous benefits. Our dedicated advisors have in-depth knowledge of UK tax regulations, international retirement planning considerations, cross-border investments, and wealth management strategies. By partnering with us, you gain access to personalized advice tailored to your specific needs and objectives. We can help you optimize your tax position, develop robust retirement plans, navigate cross-border investments, and ensure proper wealth management. Our expertise and guidance can give you confidence in making informed financial decisions and achieving long-term financial success.

How do I get started with our financial, retirement, tax planning, and wealth management services for British global expats?

Getting started with our comprehensive services is easy. Simply follow these steps:

Contact us: Reach out to our team via phone or email to express your interest in our services. We will promptly respond to schedule an initial consultation at a time convenient for you.

Initial consultation: During the consultation, we will discuss your specific financial goals, retirement plans, tax considerations, and wealth management needs. This will help us gain a comprehensive understanding of your circumstances and design personalized solutions.

Provide information: Prepare relevant financial documents, such as bank statements, investment portfolios, tax returns, and any other documentation that can help us assess your current financial situation. Additionally, be ready to provide details about your international assignments and any existing retirement plans or investments.

Needs assessment: Our experienced advisors will conduct a thorough assessment of your financial situation, taking into account your goals, risk tolerance, and time horizon. We will analyse your tax position, retirement plans, and investment strategies to identify areas for improvement and optimization.

Tailored recommendations: Based on our analysis, we will provide you with tailored recommendations and strategies to optimize your financial position, minimize tax liabilities, and secure a prosperous retirement. These recommendations will be presented in a clear and comprehensive manner, allowing you to make informed decisions.

Implementation: Once you are satisfied with our recommendations, we will assist you in implementing the agreed-upon strategies. Our team will guide you through the necessary steps, whether it involves setting up retirement accounts, adjusting investment portfolios, or implementing tax planning strategies.

Ongoing support: Our commitment to your financial success doesn't end with implementation. We will provide ongoing support and regular reviews to ensure your plans remain aligned with your goals. We will monitor your investments, review your tax situation, and adapt strategies as needed to accommodate any changes in your circumstances.


By partnering with us, you gain access to our expertise in financial, retirement, tax planning, and wealth management services tailored specifically for British expats around the world. We are dedicated to helping you navigate the complexities of international finance and achieving your financial objectives. Contact us today to start your journey toward financial success and a secure future.

Talk To Us

Wherever you live its important you speak directly to a professionally qualified and personal financial advisor, specialising in expats and taxes for expats around the globe. Contact us about your personal financial planning needs.

Please contact us on Tel: +44 207 998 0570 or email connect@fwm.gi