GLOBAL PLANNING FOR EXPATS

Is a guide that will help you to navigate a new phase of life. 

In this document, the focus will be on expats and emigrants who have moved to the US, and US expats living outside the US. One of the most exciting and challenging situations that can occur in your professional life is to move to another country to work and live.  

If you are single that is of course a much easier decision to make. If you have a spouse, partner, or children, it can become quite a bit more complicated.  

Financial planning from a global perspective, is extremely complicated, and with this paper, I am only scratching the surface of what type of planning you may require, but in doing so I hope to at least give insight to the tasks ahead of you.   

If you want to dig deeper, I would be happy to speak with you about your choices and the strategies which could benefit you the most. 


 

Moving to another country to live and work is one of the most exciting moments in our lives! However when it comes to navigating taxes and financial planning, we may find ourselves overwhelmed. We're here to help.

In this document, the focus will be on expats and emigrants who have moved to the US and US expats living outside the US. We review:

  • Residency
  • Taxes
  • Savings, Investments & Retirement Account
  • Estate Planning & Gifting


Download it today and contact us with any questions
or to setup a complimentary consultation.

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