12 things every internationally mobile professional should review before, during and after every relocation. Written by TCG advisers. No fluff.
What's Inside
Understand your new tax residency status
Review your UK / home-country pension options
Check whether your existing investments are still accessible
Open an international bank account
Review your life and health insurance cover
Update your will and estate documents
Understand currency risk on your savings
Check your employer benefits and whether they're portable
Review your retirement timeline and target
Understand your reporting obligations (FATCA, FBAR, HMRC)
Consider offshore portfolio bond structures
Get a cross-border financial plan in writing
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WHAT OUR CLIENTS SAY
The following are illustrative of client feedback and represent typical experiences.
"Finally, an adviser who understands what it actually means to have money in three countries. The checklist alone gave me a framework I didn't have before."
British expat — Singapore
"They helped me sort out my UK pension from Dubai in a way no one else had been able to. Simple, clear, and actually followed through."
Australian professional — UAE
"The checklist alone saved me from making two expensive mistakes in my first month in Malaysia. Wish I'd had it three relocations ago."
American expat — Malaysia
WANT A CONVERSATION INSTEAD?
Our advisers are happy to walk you through the checklist on a call. Your first consultation is complimentary.
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