The 13 step financial checklist for British expats living overseas

Moving country can be stressful, time consuming and confusing.

There’s a lot you need to do, to make sure your finances stay in the right place. And missing something important could be critical.

Confused about where to get started?

We’ve made this 13 step checklist, so you don’t miss anything important.

Tell us where to send your copy ↓

Are you looking for expat financial advice, to make sure your investments, pensions and savings are in the best place for retirement? Our ebook will help you understand common mistakes made by British expats moving overseas.

What you’ll find inside:

  • How make sure your bank account doesn’t get frozen, and you can still access your cash.

    If you don’t tell your bank about your move, you might run into issues. But keeping lots of cash in your new country might not be ideal either.

  • What to do if your life insurance doesn’t cover you abroad?

    Many UK life insurance policies don’t cover you once living abroad. But if you aren’t covered there are alternatives specially designed for expats.

  • Tips on how to keep building up your state pension entitlement.

    The full state pension is worth £11,500 per year, every year in retirement. It’s a very valuable asset, but you need to take action if you want to qualify for the full amount.

  • What to do with your ISAs and investment accounts.

    UK investment products like ISAs might not be tax protected in your new country.

  • Things to keep in mind if you still have a house in the UK.

    Whether you’re thinking of renting it out or selling, make sure to take professional advice and complete the right paperwork to avoid any headaches.

  • Considerations for wills, inheritance tax and estate planning.

    Moving is the ideal time to update your estate planning documents. And if you stay overseas for long enough, you could benefit from the new rules on UK IHT.

  • How to keep saving for retirement, and what you might need to do with your UK pensions

    Investing for the future doesn’t happen on auto-pilot once you leave the UK. Without automatic pension contributions, you need to put things in place for the future.

Get Your Free eBook Today