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Expat Investment Guides

Investing while living abroad raises questions that do not come up at home: which providers will accept you as a non-resident, what currency to hold, and how returns are taxed where you live now and where you may move next. These guides explain the structures and the tax rules that apply to them in plain terms. They are published as general information, not a recommendation to buy any particular investment.

8 guides in Investments

Relocation & Residency Tax

Modelo 720 in Spain for Expats in 2026: Reporting Assets Abroad

Modelo 720 in Spain for expats in 2026: who must report assets abroad, the 50,000 euro test, UK ISAs, pensions and property, 31 March and penalties.

Relocation & Residency Tax

Dividend and Interest Tax in Spain for Expats in 2026

Dividend and interest tax in Spain for expats in 2026: savings rates from 19% to 30%, ISAs, UK income under the treaty, Modelo 720 and the Beckham regime.

Relocation & Residency Tax

Dividend and Interest Tax in Portugal for Expats in 2026

Dividend and interest tax in Portugal for expats in 2026: the 28% rate, aggregation, the 35% rate on Jersey and Isle of Man income, ISAs and UK tax.

Relocation & Residency Tax

Wealth Tax in Spain for Expats in 2026

Wealth tax in Spain for expats in 2026: the 700,000 euro allowance, regional rules, the solidarity tax above 3 million, UK pensions and the 60% cap.

Relocation & Residency Tax

Capital Gains Tax in Portugal for Expats in 2026

Capital gains tax in Portugal for expats in 2026: the 28% rate on shares, 50% rule on property, no rebasing on arrival, UK assets, ISAs and reliefs.

Relocation & Residency Tax

Capital Gains Tax in Spain for Expats in 2026

Capital gains tax in Spain for expats in 2026: savings rates up to 30%, no rebasing on arrival, UK property and ISAs, main home reliefs and the exit tax.

Investments

Life Insurance Inside Australian Super: Why to Check It Before Moving Overseas

If you have life, TPD or income protection insurance inside your Australian super, it can quietly lapse or fail to pay once you move overseas. What to check before you go.

Investments

Investing a Lump Sum as a British Expat: UK Tax and the Five-Year Return Trap in 2026

How the UK taxes your investments once you live abroad: disregarded income, ISAs, portfolio bonds and the five-year rule that changes what structure suits you.

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