Expat Financial Advice Other Services

Will Writing

A will or testament is a legal document by which a person, the testator, expresses their wishes as to how their property and assets are to be distributed at death, and names one or more persons, the executor, to manage the estate until its final distribution.


The main purpose of a will is to ensure that the testator's wishes, and not the default laws of the state, will be followed upon the testator's death. As an expat this is vital to ensure your estate is fully protected.

Estate Planning

Regardless of your income, estate planning is a vital part of your financial plan. Expat financial planning can give you greater control, privacy, and security of your legacy.


Utilising a trust within estate planning not only allows for tax efficient vehicles but allows for property and other assets to be handled correctly on death.


Ensure you have your full estate protected as an expat in order for beneficiaries that you nominate take full advantage.

Probate Service

Probate is the process of dealing with the estate of someone who has past away.


This generally means clearing their debts and distributing their assets in accordance with their will. Probate will be needed if the deceased person has not left a will.


As an expat offshore it can be a daunting process with the government and this is where we have you covered working with professional lawyers.

Power of Attorney

Power of Attorney is a legal document by which a person, the testator, expresses their wishes to an individual to mange their affairs without the presence of the testator.

The main purpose of Power of Attorney is that you may not be able to be present due to working or travelling overseas as and expatriate.


Whether it will be from purchasing property to setting up accounts, we are to help. 

HMRC Tax Return

Are you an expatriate, self employed or running a business that requires HMRC tax returns?


Expat Financial Advice provide tax return services to assist you whilst you live abroad.


Our leading field of accountants can manage your tax file returns giving you peace of mind over your personal and business financial affairs.

Private Banking

Private banking for families and individuals are a vital part into a families finances. They are provided not just for handling clients money but for the purpose of investing via investment manages to enhance your private portfolio further.


Working alongside a trust, private banking has the ability to ensure that as expat living offshore you have IHT and tax benefits that are taken care of correctly.


You may just need to secure some money away for the future.

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