The power of planning – Financial planning with HSBC Expat


Financial planning for expats

Whether you are looking to fund your children's education or ensure you can enjoy life when you retire, financial planning is important to grow and protect your wealth. Our guides, articles and tools could help you make informed decisions and achieve the future you want.

Grow your wealth calculator

Grow your wealth calculator

One of the benefits of being an expat is the extra income. If you want to grow your wealth, our calculator will tell you how long it should take to reach a savings target.

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Plan for retirement calculator

Plan for retirement calculator

Whether you want to travel the world or move back home, find out if your savings and investments will give you enough income to enjoy life when you retire.

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Living in retirement calculator

Living in retirement calculator

Work out the best way to manage your finances now you're retired - so you have enough money to support your lifestyle overseas or fund a move back home.

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Protect your family – loss of life calculator

Protect your family – loss of life calculator

How much life insurance do expats need? Use our protection calculator to ensure your family could cope financially if you or your partner died while you're overseas.

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Plan your children's future calculator

Plan your children's future calculator

Bringing up a family overseas can be expensive. Our calculator will tell you if you're saving enough to cover all the costs - or if you need to set aside more.

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Mortgage calculator

Mortgage calculator

Our calculators are here to help you understand how your mortgage can work for you.

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Tax Navigator

Tax Navigator

Moving to another country? Find out how your tax obligations could change - and get information about local residency rules, income tax and taxable income bands.

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Step by step guide to financial planning

Step by step guide to financial planning

We've broken down the financial planning process into five simple steps and highlighted the key things you need to consider.

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Talk to a planning expert.

Talk to a professional

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. 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. We always recommend that any investments held should be viewed as a medium to long-term investment, at least five years.