If your pipes burst or your car breaks down, you call in an expert; and when it comes to something as fundamental as your finances, estate planning and pensions, you need an expat financial adviser. But finding one isn’t always easy. Many of the larger financial institutions don’t have a specialist service for expats, while others may focus on providing advice in a specific region rather than internationally.
The expat financial advice for expats comes from firms that have a comprehensive approach to wealth management. This includes a dedicated team with the technical knowledge and experience to deliver global solutions across all aspects of your finances, from investment account management to taxation, international retirement planning and estate planning.
Essential Expat Financial Advice: Strategies for Success Overseas
A good adviser will understand the complexities that come with working abroad, including differences in financial laws between countries. This allows them to craft a financial plan that reflects your unique circumstances and objectives, while also complying with all relevant regulations. In addition, they will know how to navigate cross-border considerations such as double taxation agreements, wills and inheritance tax internationally, and the pitfalls of pension transfer markets and offshore bonds.
Choosing an advisor with both practical expat experience, supported by refined technical knowledge and backed up by professional qualifications is vital. The team at Walkner Condon combines these qualities, and we can help you make the most of your opportunities as an expat and ensure that your finances work harder for you.
