Secure Wealth

Welcome to Expat Financial Planning, your trusted partner in financial planning for expats. Whether you’re moving abroad or have already settled in a new country, navigating finances in unfamiliar territories can be complex. That’s where we come in.

Expat Financial Planning connects expats with qualified, regulated financial planners who understand the unique challenges of living and working overseas. Our mission is to simplify the financial planning process and ensure you have access to expert advice tailored to your needs, no matter where you are in the world.

Your Financial Planning Partner

Expert guidance for expats on financial planning. Simplifying complexities of managing finances in new countries. Let us help you secure your financial future with confidence and peace of mind.

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Our Blog

Maximising Inheritance Tax Benefits for Non-Resident Alien Investors Holding US Listed Shares and Property

A summary of what you can do if you own U.S shares as a non-green card holder.

3 min read

Unravelling the Complexity: Building a Foolproof International Estate Plan for Expats

The reasons for having a team of advisers with a global reach.

4 min read

UK Inheritance Tax and the 2024 Budget: What's Changed & How Can I Protect My Assets?

Key changes to the UK inheritance tax system, including the new death tax on pensions.

2 min read

Permanent Life Insurance for Financial Protection

Living as an expatriate can be an exciting and rewarding experience, but it also comes with its fair share of financial complexities....

3 min read

Our Story

Who We Are

At Expat Financial Planning, we are dedicated to connecting expats with regulated financial advisers globally.

With their focus on tax-efficient wealth structures, they specialise in trusts, business setups, private banking, and world renowned insurance providers.

Our adviser network is sure to be able to assist you globally.