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.
French Tax for British Expats: Income Tax, Social Charges and Succession
France imposes high income tax rates amplified by significant social charges on investment income. Succession law is complex for British nationals. This guide covers French tax residency, income and investment tax, the IFI wealth tax, assurance vie wrappers, and estate planning under French law.
Read guide →Golden Visa Property Investment: Comparing Key Markets
Golden Visa programmes across Greece, Portugal, Spain, UAE, and Cyprus each offer different investment thresholds, residency rights, and tax implications. Understanding the full picture helps investors choose the structure that best fits their objectives.
Read guide →Jersey vs Guernsey: Comparing the Channel Islands for HNW Financial Planning
Jersey and Guernsey are both outstanding low-tax environments for internationally mobile HNW individuals — but they differ in financial sector strengths, residency rules, tax cap structures, and lifestyle character. This guide compares both in detail.
Read guide →Monaco Residency and Financial Planning: A Complete Guide
Everything HNW individuals need to know about establishing Monaco residency, the tax advantages it offers, the financial planning considerations involved, and how to structure your affairs effectively before and after relocating.
Read guide →Retiring to Bali: Retirement KITAS and Financial Setup
A practical guide to retiring to Bali under the Retirement KITAS programme, covering visa requirements, banking, property, healthcare and financial planning.
Read guide →Retiring to Cyprus: Non-Dom Status and Retirement Benefits
How Cyprus's non-dom tax regime, flat-rate pension tax option and high quality of life make it one of the most tax-efficient retirement destinations in Europe.
Read guide →Retiring to Italy: The 7% Flat Tax Regime for Foreign Pensioners
How Italy's 7% flat tax regime for qualifying foreign pensioners works, which regions qualify, and how to structure your finances for a tax-efficient Italian retirement.
Read guide →Retiring to Malta: The Global Residence Programme
A complete guide to retiring to Malta under the Global Residence Programme — tax treatment, property requirements, residency conditions and financial planning.
Read guide →Retiring to Portugal: NHR Regime and Retirement Income Planning
A complete guide to retiring to Portugal, covering the reformed NHR tax regime, D7 Passive Income Visa, retirement income structuring and practical financial setup.
Read guide →Retiring to Spain: Financial and Tax Planning Guide
A comprehensive guide to the financial, tax and legal planning required to retire successfully to Spain as a UK national or international retiree.
Read guide →Retiring to Thailand: LTR Visa and Retirement Income Planning
A comprehensive guide to retirement visas for Thailand, including the Long-Term Resident (LTR) visa for wealthy retirees, tax treatment and financial planning.
Read guide →Retiring to the Caribbean: Tax Havens and Planning Guide for UK Retirees
A guide to the Caribbean's most attractive retirement destinations for UK nationals, covering tax regimes, residency options, property, healthcare and financial planning.
Read guide →Retiring to the UAE: Zero Income Tax and Retirement Lifestyle
How the UAE's zero personal income tax environment, Retirement Visa, and world-class infrastructure make it one of the most financially attractive retirement destinations for HNW individuals.
Read guide →Spanish Tax for British Expats: Income Tax, Wealth Tax and Property Rules
Spain is one of the most popular destinations for British expats — and one of the most complex tax environments. This guide covers Spanish tax residency, the Beckham Law regime, income tax rates, the Modelo 720 declaration, wealth tax, and CGT rules on Spanish property.
Read guide →Wealth Management in Cyprus: The 60-Day Rule and Non-Dom Tax Strategy
A detailed guide to Cypriot tax residency under the 60-day rule, non-domicile status in Cyprus, and how to structure wealth efficiently for HNW individuals resident on the island.
Read guide →Wealth Management in Gibraltar: Private Banking and Fund Structures
Gibraltar's low-tax environment, Category 2 individual status, and growing fund industry make it an increasingly attractive wealth management hub for HNW individuals seeking a British territory with EU proximity.
Read guide →Wealth Management in Guernsey: Open-Ended Funds and Insurance Bonds
Guernsey's internationally recognised fund structures, insurance bond wrapper industry, and experienced trust sector make it a key jurisdiction for UK-connected and international HNW families.
Read guide →Wealth Management in Jersey: Trust Law, Foundations and Family Wealth
Jersey's sophisticated trust law, purpose foundations, and well-regulated private banking sector make it a leading centre for multi-generational family wealth structuring and international estate planning.
Read guide →Wealth Management in Malta: Global Residence Programme and Tax Planning
A comprehensive guide to Malta's Global Residence Programme, flat-tax regime, and wealth planning opportunities for high-net-worth non-EU nationals seeking EU residency.
Read guide →Wealth Management in Singapore: MAS-Regulated Structures and Tax-Efficient Planning
A comprehensive guide to wealth management in Singapore for high-net-worth residents, covering MAS regulation, family office structures, tax incentives, and cross-border planning.
Read guide →Wealth Management in Switzerland: Private Banking, Discretionary Management and Wealth Tax
An expert guide to Switzerland's private banking tradition, discretionary portfolio management, the lump-sum tax regime, cantonal wealth taxes, and planning for high-net-worth residents and non-residents.
Read guide →Wealth Management in the UAE: DIFC, ADGM and Financial Planning for Residents
A practical guide to regulated wealth management in the UAE, covering DIFC and ADGM structures, zero-tax planning, and key considerations for high-net-worth residents.
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.