Wealth Planning


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.

Investments for expats

Investments for expats

From ready-made investment portfolios to share-dealing in different currencies, we can help you make the most of the extra income you're earning as an expat.

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Savings for expats

Savings for expats

We've a range of offshore savings accounts in up to 14 currencies, including fixed term deposits with higher interest rates and online accounts that give you easy access to your money.

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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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Expat guide to growing your wealth

Expat guide to growing your wealth

With the right advice and careful planning, you can manage your finances more effectively while you're abroad - and choose the best ways to save and invest for the future.

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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.