Established 1994

International Financial Planning

Financial Planning Guides

670 in-depth guides covering all aspects of international financial planning for UK expats and globally mobile investors — from tax and estate planning to offshore investment structures and currency strategy.

Country & Jurisdiction Guides

Country-by-country guides to tax rates, residency routes, banking and retirement abroad.

Country & Jurisdiction Guides

Financial Planning in Spain: A Guide for British Expats and International Investors

Complete guide to Spanish tax residency, income tax, capital gains, inheritance tax, the Beckham Law, pensions, and financial planning for HNW British expats and international investors in Spain.

Read guide →
Country & Jurisdiction Guides

Financial Planning in St Kitts and Nevis: The World's Oldest CBI Programme and Nevis Offshore Structures

St Kitts and Nevis has operated the world's oldest citizenship-by-investment programme since 1984. Combined with Nevis's sophisticated LLC and trust legislation and a zero-tax personal environment, it remains a compelling jurisdiction for HNW individuals.

Read guide →
Country & Jurisdiction Guides

Financial Planning in St Lucia: CBI Programme, SDA Bonds, and Caribbean Zero-Tax Residence

St Lucia's citizenship-by-investment programme, launched in 2015, offers a competitive entry price, a unique government bond option, and a zero-tax personal environment. This guide examines the programme structure and financial planning considerations for HNW individuals.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Sudan: A Guide for Expats and International Investors

An authoritative guide to Sudan's tax framework, conflict context, banking restrictions, gold and agricultural investment themes, UK pension implications, and forward-looking planning considerations for HNW internationally mobile individuals with Sudan connections.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Suriname: Tax, Investment and Emerging Market Guide for HNW Individuals

Suriname — South America's only Dutch-speaking nation — is navigating an economic transformation fuelled by offshore oil discoveries and IMF-supported fiscal reforms. This guide examines the tax framework, investment landscape, and planning considerations for internationally mobile HNW individuals.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Sweden: A Guide for Expats and International Investors

Sweden's high personal tax rates and comprehensive welfare system require careful pre-arrival structuring. This guide covers tax residency, the 183-day rule, SINK taxation, pension planning, and wealth considerations for HNW individuals relocating to or investing from Sweden.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Switzerland: A Guide for British Expats and International Investors

Comprehensive guide to Swiss tax residency, cantonal tax systems, lump-sum taxation, capital gains, wealth tax, pensions, and financial planning for HNW British expats and international investors in Switzerland.

Read guide →
Country & Jurisdiction Guides

Financial Planning in São Tomé and Príncipe: A Guide for Expats and International Investors

São Tomé and Príncipe is a small island nation in the Gulf of Guinea with a dollarised economy, growing tourism sector, and developing oil exploration prospects. This guide covers the tax framework, banking environment, investment climate, and key financial planning considerations for internationally mobile individuals with connections to this Portuguese-speaking archipelago.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Tajikistan: Tax, Investment and Business Guide for HNW Individuals

Tajikistan is Central Asia's smallest and poorest economy but is undergoing infrastructure-led growth, with significant hydropower potential and a growing remittance economy. This guide examines the tax framework and business investment considerations for HNW individuals with regional interests.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Tanzania: A Guide for Internationally Mobile Investors

Tanzania is East Africa's second-largest economy, home to Dar es Salaam's growing commercial hub, the world-famous Serengeti and Kilimanjaro, and Zanzibar's semi-autonomous tourist economy with its own distinct tax regime. This guide covers Tanzanian income tax, land ownership by foreigners, Zanzibar's separate tax framework, and wealth planning for HNW individuals with a Tanzanian connection.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Thailand: A Guide for Expats and International Investors

Comprehensive guide to Thai tax residency rules, income tax, capital gains, pensions, banking and investment regulations for internationally mobile HNW individuals considering Thailand.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Timor-Leste: A Guide for Expats and International Investors

Timor-Leste (East Timor) is one of the world's youngest nations and an important oil producer. This guide covers the personal income tax system, the Petroleum Fund, USD-based economy, banking environment, and practical financial planning for British expats and internationally mobile professionals in this frontier market.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Togo: A Guide for Expats and International Investors

Togo is a small but strategically important West African nation and the headquarters of the ECOWAS Bank. This guide covers Togolese income tax, the CFA franc zone, UEMOA financial framework, pension planning, and practical financial strategies for British expats and internationally mobile investors.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Tonga: A Guide for Expats and International Investors

Guide to financial planning in Tonga — covering tax residency, income tax, capital gains, pensions, the remittance economy, banking environment, and key considerations for expats and diaspora families.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Trinidad and Tobago: A Guide for Expats and International Investors

An authoritative guide to tax residency, income and capital gains treatment, banking, pensions, and property ownership in Trinidad and Tobago for high-net-worth internationally mobile individuals.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Tunisia: A Guide for Expats and International Investors

Tunisia's onshore/offshore tax distinction, low cost of living, and EU proximity make it an interesting base — but dinar inconvertibility, restricted foreign property ownership, and political uncertainty require careful financial structuring before committing.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Turkmenistan: Tax, Investment and Business Guide for HNW Individuals

Turkmenistan holds the world's fourth-largest natural gas reserves and operates one of the world's most closed economies. For HNW investors with natural resource exposure or regional business interests, this guide provides a frank assessment of the tax framework, investment environment, and the very significant governance risks involved.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Tuvalu: A Guide for Expats and International Investors

Tuvalu is one of the world's smallest and most remote nations — a low-lying Pacific atoll state facing existential threats from rising sea levels. This guide covers the tax framework, AUD currency, the .tv domain revenue model, climate migration planning, and the key financial considerations for anyone with Tuvaluan connections.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Uganda: A Guide for Expats and International Investors

Uganda's growing economy, dynamic Kampala tech scene, and East African Community membership offer genuine opportunity for investors. A 40% top income tax, limited investment treaty network, and shilling currency volatility are the key planning considerations for HNW expats.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Ukraine: A Forward-Looking Guide for International Investors

Ukraine's reconstruction will be one of the largest economic projects in European history. For internationally mobile investors with existing Ukraine interests or a long-term horizon, understanding the financial planning framework — wartime and post-war — is essential preparation for a significant opportunity.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Uruguay: A Guide for Expats and International Investors

Uruguay's tax holiday on foreign income for new residents (up to 11 years, or a flat 12% election), no inheritance tax, strong institutional stability, and Punta del Este property market make it one of Latin America's most attractive jurisdictions for HNW individuals. This guide covers Uruguayan tax residency, the rentista visa, banking, and UK DTA considerations.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Uzbekistan: A Guide for Expats and International Investors

Uzbekistan's post-2016 economic liberalisation, 12% flat income tax, IT Park concessionary-tax regime, and rapid opening to foreign investment make it one of Central Asia's fastest-changing jurisdictions. This guide covers Uzbekistani tax residency, currency considerations, property ownership, and the Tashkent emerging expat scene.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Vanuatu: Citizenship by Donation, Zero Taxes and the Pacific Hub

Vanuatu offers one of the world's fastest citizenship programmes, a zero-tax environment for individuals, and a strategically located Pacific jurisdiction with growing financial services infrastructure. This guide examines what HNW individuals need to know.

Read guide →
Country & Jurisdiction Guides

Financial Planning in Venezuela: A Guide for Expats and International Investors

An authoritative guide to Venezuela's de facto dollarised economy, hyperinflation legacy, banking constraints, energy sector expat context, and financial planning considerations for HNW internationally mobile individuals with Venezuela connections.

Read guide →

Get a free financial planning review

Our independent advisers specialise in expat and internationally mobile clients — investments, tax planning, estate planning, pensions, and offshore structures.

Speak to an adviser

Our guides provide the framework — but every expat's financial position is different. Book a free review with one of our international financial planners to get advice specific to your situation.

Book a free planning reviewBack to Financial Planning