Planning and Investing for expats

Planning and investing for expats

A wide choice of products - and expert investment advice

Our wealth managers can recommend investment opportunities. Alternatively, you can make your own choices from our range of online products.

Expat guide to managing your wealth

Expat investments

We've a wide range of savings and investment opportunities for expats. You can apply for some of our products online - or discuss your options with one of our wealth experts.

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Financial planning

Starting your first job abroad? Bringing up a family overseas? Getting ready to retire? Find out how financial planning will help you make the most of your wealth - so you can achieve all your aims and aspirations.

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Financial advice

Do you want to save for the future? Protect your family? Make retirement plans? Our wealth experts can help you plan for the future and advise you on how to make the most of your savings.

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Funds and investments

Experienced investor?

From specific funds to multi-asset portfolios - our non-advised products allow you to make your own investment decisions.

Financial planning tools

Financial planning tools

Our retirement, protection and education calculators will help you check if your finances are in good shape.

Foreign Exchange

Foreign exchange

Make the most of currency fluctuations with a choice of foreign exchange solutions, or choose a Dual Currency Investment.

Tax planning

Tax planning

Understand your tax obligations both at home and abroad - use our Global Tax Navigator to see how the local tax laws could affect you.

Please remember that the value of investments, and any income received from them can fall as well as rise, is not guaranteed and you may not get back the amount you invested. We always recommend that any Investments held should be viewed as a medium to long-term investment, at least five years. This could also happen as a result of changes in currency exchange rates, particularly where overseas securities are held or where investments are converted from one currency to another.

A Dual Currency Investment is a high risk investment which could result in you getting back significantly less than the amount you invested.