Finance: Meet the Expert Panel

expat network

Finance: Meet the Expert Panel

Questions & Answers

Get your financial queries answered here by our panel of experts. They are happy to tackle any of your financial issues relating to the expat life.

Just email us at expats@expatnetwork.com and we will pass your query to our expat panel. You will receive a personal response, after which both question and answer will be displayed on the site in this section.

Jason Porter

Director

Blevins Franks
Expat Financial Advisory Firm

Peter Bellwood

Managing Director

Bellwood Prestbury

Financial Advisers to Expatriates

Trevor Wilkes

Principal

TrewTax Services

UK Tax Services

Paul Beard

Founder
& Executive Chairman

Alexander Beard Group

Financial Advisers to Expatriates

David McKeegan

Co-Founder

Greenback Expat Tax Services

US Tax Services

Matthew Crisp

Commercial Manager

Currency Index

Currency/Money Transfer Specialists

Stuart Ritchie

Chartered Financial Planner
& Chartered Wealth Manager

AES International

Financial Advisers to Expatriates

Adrian Wright

Managing Director

International Mortgage Plans

Expat Mortgage Specialist

Howard Bilton

Barrister-at-Law
& Chairman

The Sovereign Group

Asset Management

Moving Abroad Checklist

Initial Considerations

Will your partner be travelling with you?

If so, what will they be giving up in your present home and will they be able to continue with their career in your new home? You will need to check whether a separate visa is required for your partner to work or if your visa gives that right. If they are unable to work you will need to decide on the effect on your finances and what alternatives are available to give a fulfilling life (home business, training, voluntary work).

Are you taking family with you?

Moving with family raises many exciting opportunities, but also can create challenges. The HSBC Expat Explorer survey indicates that expat kids can take six months to settle in to their new country (see article). Getting young or even older children to prepare to move and leave their friends and family behind can be a challenge and should be thought through.

The options for education is another area that needs to be thought through.

Moving your child to a new country with a different education system can be a great opportunity to broaden their experience, but if they are close to key exams the timing can make this inadvisable. If you do take your family with you, it is important to decide between joining the local school system or choosing an international school.

Where will you be living?

Whether you will be living in a house or apartment, furnished or unfurnished, these decisions will affect what you need to take with you. The time you are planning to live overseas will also affect whether you should leave your property at home empty, rent it out or sell it. See the article Sell, Store or Ship.