Offshore Financial Planning for Expatriates

The clear choice for expat financial planning

Expat financial planning

Living and working abroad puts you at a distinct advantage. Expats can benefit from large tax savings with professional financial planning. Enjoy peace of mind through prudent retirement and estate planning. We provide:

  • Client focused solutions
  • Tax saving structures
  • Qualified financial planners

Specialist planning services for expats

Retirement planning


Wondering about life after work? Our tailored plans help you retire in comfort...more

Working expats

Working expats

Looking to build a financially secure and comfortable future? Financial planning can get you on the right road..more

Financial planning

Money planning

How financially secure is your future? Take a financial health check with one of our financial planners...more

Estate planning

Estate planning

Who do you want to benefit from your financial legacy? We can help protect your loved ones from others and themselves...more


Sterling Assets writes a regular column on expat financial planning. This collection of articles is an invaluable resource for increasing knowledge on financial planning when living abroad. See all articles

Selected articles

Brits abroad
Find out what your advantages and disadvantage are as a British working expat or retired British expat, as far as tax and inheritance/wills are concerned....more

Financial planning 101
Get the low-down on simple financial planning basics for those who’ve never given it a second thought, and see how much easier your saving and planning gets...more

Corporate offshore solutions
Running a company full of expat employees? Wondering how to give them the best financial advantages with attractive packages, here’s a few pointers...more

Foundations - setting them up
Learn all about setting up foundations as a smart plan for protecting your wealth long after you are gone and avoiding lengthy legal battles for your loved ones...more

Qualified financial advisers
What qualifications should you expect in a financial planner? How can you make sure that your planner is professionally qualified? How important are professional qualifications offshore?...more