Financial Planning Guides for Expats

Detailed, technically accurate guides to pensions, tax, estate planning and investments — written for internationally mobile professionals navigating cross-border financial decisions.

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Browse by topic:Estate Planning Pensions Relocation & Residency Tax

18 guides

Relocation & Residency TaxUnited KingdomUnited Arab Emirates

Returning to the UK After Years Abroad: The Tax Traps and Opportunities in 2026

The tax traps and opportunities when returning to the UK after years abroad in 2026: the five-year temporary non-residence rule and the 4-year FIG regime.

Relocation & Residency TaxUnited KingdomUnited Arab Emirates

Selling a UK Property as a Non-Resident: The 60-Day Trap in 2026

How non-resident capital gains tax works on selling UK property in 2026: the 60-day report-and-pay deadline, rebasing to reduce the gain, rates, and penalties.

Estate PlanningUnited StatesUnited Arab EmiratesUnited Kingdom

US Shares, RSUs and the US Estate Tax Trap for Expats Without a Treaty in 2026

Why US shares and RSUs can expose expats to 40% US estate tax with a $60,000 exemption, why only around 16 countries have a treaty, and how the risk is managed.

Estate PlanningUnited StatesUnited KingdomUnited Arab Emirates

US Assets and US Estate Tax: What British Expats Need to Know in 2026

How US estate tax affects British expats holding US shares or property in 2026: the $60,000 trap, the US-UK treaty that rescues you, and dividend withholding.

Relocation & Residency TaxUnited StatesUnited Arab EmiratesUnited Kingdom

US Citizens and Green Card Holders Abroad: Your US Tax Obligations in 2026

What US citizens and green card holders living abroad must know in 2026: citizenship-based taxation, the FEIE, FBAR, FATCA, and the PFIC trap on foreign funds.

PensionsUnited KingdomIreland

UK Pensions for Residents of Ireland: Tax, Lump Sums and Inheritance in 2026

How UK pensions are taxed for residents of Ireland in 2026: the treaty, the IRL-Individual form, Ireland's lump sum limit, and how UK IHT and Irish CAT interact.

PensionsUnited KingdomSpainUnited Arab Emirates

Drawing Your UK Pension While Living Abroad: Tax, NT Codes and Timing

How UK pension income is taxed when you live abroad in 2026: NT codes, double tax treaties, the emergency tax trap, and when to take your tax-free lump sum.

PensionsUnited KingdomUnited Arab Emirates

UK Defined Benefit Pension Transfers for Expats: What You Give Up

What British expats need to know about transferring a final salary pension in 2026: the £30,000 advice rule, CETVs, what you give up, and the cross-border angle.

Relocation & Residency TaxUnited KingdomUnited Arab EmiratesSpainPortugal

Moving From the UK: The Statutory Residence Test and Split-Year Treatment in 2026

How the UK Statutory Residence Test works in 2026: the automatic tests, sufficient ties, day counting and split-year treatment when you leave the UK.

Relocation & Residency TaxUnited Arab EmiratesUnited Kingdom

Becoming a Tax Resident in the UAE in 2026: Residency Routes and the TRC

How to become a UAE tax resident in 2026: the three residency routes, the 183-day rule, the Tax Residency Certificate, and why a visa is not enough.

Relocation & Residency TaxSpainUnited Kingdom

Tax in Spain for Expats in 2026: Residency, the Beckham Law and Regional Rates

How tax in Spain works for expats in 2026: the 183-day residency rules, the Beckham Law flat rate, regional IRPF differences, wealth tax and pensions.

Relocation & Residency TaxPortugalUnited Kingdom

Tax in Portugal for Expats in 2026: Residency, IFICI and What Replaced NHR

How tax in Portugal works for expats in 2026 after the end of NHR. Covers tax residency, the IFICI regime, IRS rates, foreign income and pensions.

Estate PlanningUnited Arab EmiratesUnited Kingdom

Using Life Insurance and Trusts for GCC-Based Expats: Succession, Sharia Considerations and Global Heirs

A 2026 guide for UAE and GCC expats on life insurance structures, trust planning, Sharia succession rules, and protecting assets for beneficiaries across borders.

Estate PlanningUnited Kingdom

How New UK Non-Dom and Pension Tax Rules Affect Overseas Trusts and Pensions from 2027

How the UK abolition of non-dom status and April 2027 pension IHT changes affect British expats with overseas trusts, offshore bonds and pension savings. 2026 guide.

Estate PlanningSpainPortugalUnited Kingdom

Expat Estate Planning for Brits in Spain and Portugal: Wills, Forced Heirship and Cross-Border IHT

A 2026 guide for British expats in Spain and Portugal covering cross-border wills, forced heirship rules, Brussels IV nationality elections, and UK inheritance tax on worldwide assets.

Estate PlanningUnited Arab EmiratesUnited Kingdom

UK Inheritance Tax for British Expats in the UAE: A 2026 Guide

How UK inheritance tax works for British expats in the UAE after the 2025 switch to a residence-based system. Covers the LTR test, IHT tail, pensions from 2027, and planning options.

PensionsUnited KingdomUnited Arab Emirates

UK Pension Options for British Expats in the UAE: A 2026 Overview

A 2026 overview of what British expats in the UAE can do with their UK pensions, leaving them in place, consolidating, or transferring, and how to decide which path fits your plans.

PensionsUnited KingdomUnited Arab Emirates

Transferring a UK Pension to the UAE: SIPP vs QROPS in 2026

Thinking of transferring your UK pension to the UAE? A 2026 guide to SIPPs, QROPS, the 25% Overseas Transfer Charge, and how to choose the right option as a British expat.

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