Resources
Everything in one place, organised by topic
Tools, guides, articles, and answers for internationally mobile UK nationals. Information only, not advice.
Browse by topic
Retirement & Pensions
UK pensions, QROPS, SIPPs, transfers, and retirement income for people living abroad.
BrowseTax & Estate
Cross-border tax, UK and US inheritance and estate exposure, gifts, trusts, and wills.
BrowseSavings & Investment
ISAs and non-residence, offshore bonds, currency, and investing across borders.
BrowseMortgages & Property
Expat and international mortgages, buy-to-let, and overseas property finance.
BrowseProtection
International health and life cover for internationally mobile families.
Browse
Tools
- Tool
Expat Financial Health Check
Score your cross-border position across five dimensions.
Open - Tool
Pension Pot Illustrator
Estimate your UK pension pot value at retirement.
Open - Tool
CETV Estimator
Estimate a defined benefit transfer value and its drivers.
Open - Tool
Cashflow Model
Year-by-year income versus expenses projection.
Open - Tool
Pension IHT Exposure Projector
Project how a UK pension's IHT exposure grows to retirement under the April 2027 rules.
Open - Tool
Inheritance Tax Illustrator
Illustrative inheritance tax estimate using current HMRC thresholds.
Open - Tool
US Estate Tax Estimator
Estimate US federal estate tax exposure on US-situs assets with treaty options.
Open - Tool
Cost of Living Comparison
Compare the cost of living across 14 expat destinations.
Open
What changed for expats
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