Free Tool
Expat Financial Health Check
10 questions. A score out of 100. Built specifically for internationally mobile UK expats — not a generic UK tool.
1. How would you describe the current state of your UK pension pots since moving abroad?
2. How familiar are you with pension transfer options for expats (such as QROPS)?
Answer both questions above to continue.
How it works
Five dimensions. One score.
1
Pension & Retirement
UK pension reviews, QROPS awareness, consolidation status.
2
Estate & IHT
Will currency, cross-border asset planning, April 2027 IHT scope change.
3
Tax & Compliance
Tax residency clarity, dual reporting obligations, specialist review.
4
Protection
Cross-border life assurance, income protection, family contingency planning.
5
Adviser Oversight
Specialist expat adviser engagement, recency of formal review.