Financial Protection for Expats: Life, Health, and Income Insurance For expatriates living and working abroad, financial protection is often overlooked until it’s too late. While most expats prioritise investment growth, the foundation of any sound financial plan begins with protection, safeguarding yourself, your family, and your assets against the unexpected. At Neville Montagu, we...
Citizenship and Residency by Investment: A Strategic Approach for Global Investors In an increasingly uncertain world, global mobility has become an essential part of financial and personal planning. For many successful individuals and families, citizenship and residency by investment (CBI and RBI) programmes offer not only a second home but also greater financial...
Protecting Your Wealth with Offshore Trusts As global mobility increases and financial systems become more transparent, asset protection has become a priority for internationally minded investors. Offshore trusts remain one of the most effective and legitimate tools for safeguarding wealth, offering privacy, continuity, and flexibility within a compliant legal framework. At Neville Montagu,...
Building a Global Property Portfolio as an Expat Property remains one of the most popular and tangible ways for expatriates to build long-term wealth. For many, it represents both a stable store of value and a potential source of passive income but building a property portfolio across borders demands more than just local...
Expat Tax Planning: What You Need to Know in 2026 Tax planning has always been a cornerstone of sound financial management but for expatriates, it’s not just about saving money; it’s about staying compliant, mobile, and efficient across multiple jurisdictions. With international tax rules evolving rapidly and cross-border information sharing at an all-time...
How to Get the Most from Your UK Pension if You Live Abroad For many UK nationals living overseas, pensions remain the cornerstone of their long-term financial security. Yet, few expatriates realise that the way their UK pension is managed or ignored while living abroad can have a dramatic impact on their retirement...
Banking & Currency Tips for the International Investor Managing wealth across borders requires more than just good investments it also demands a smart approach to banking and currency management. Exchange rates, transaction costs, and cross-border regulations can quietly erode returns if not handled properly. For international investors and expatriates, optimising your banking structure...
Top 10 Financial Mistakes Expats Make (and How to Avoid Them) Living and working abroad brings freedom, opportunity, and often a higher standard of living, but it also introduces financial complexity. From unfamiliar tax systems to unregulated advice, many expatriates unknowingly make decisions that can cost them dearly in the long run. At...
Are the Higher Costs of Offshore Bonds Worth It? Offshore investment bonds have long been a popular tool among expatriates and internationally mobile investors. They promise tax efficiency, global access, and estate-planning flexibility but they also come with higher costs than other investment structures like broker accounts. So, are these costs justified? The...
5 Questions You Should Ask Every Expat Financial Adviser Choosing the right financial adviser is one of the most important decisions an expatriate can make. Living abroad brings opportunities for tax efficiency, global investment, and wealth diversification, but it also introduces complexity. Regulations vary across jurisdictions, tax rules shift frequently, and unregulated “advisers”...
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