Articles
Financial Guidance Written by People Who’ve Been There
Every article on this page is written by one of our experienced financial advisers—expats themselves—who know what it’s like to build a life and a future abroad. Whether you’re just getting started or fine-tuning your financial strategy, our articles offer straight-talking, reliable advice on everything from investing and retirement to education planning and property. It’s practical insight for expats who want to take charge of their finances, with confidence.
U.S. Estate Tax for Expats: Avoid the 40% Trap (2026 Guide)
Holding U.S. shares or ETFs? Non-residents face up to 40% U.S. estate tax on assets over $60k. Use our 10-second calculator to estimate exposure & protect your portfolio.
What Is Financial Planning – And Why Should You Care?
Whether you’re buying a home, funding your children’s education, looking to retire comfortably, or simply looking to feel more in control day to day, good financial planning gives you the structure and confidence to move forward.