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Investing as an expat can be difficult, but is one of the best ways to make your money work for you and build long-term wealth. Knowing the best options for your money can be challenging when living overseas.

Investing is a long-term strategy. This means it may not suit people with shorter-term goals where savings might be the better option.

You will also need to assess how much risk you are willing to take. Like most things, investments are not a sure thing, and some carry more risk than others. It’s essential, to make sensible investment decisions that align with your risk profile and, ultimately, that meet your financial goals.

With the threat of inflation eating away at low-interest bank accounts, your motivation may be higher than normal to start investing. Using some savings to generate more income, or simply protecting your partner’s income if the worst were to happen is always worth taking a look at.


Savings that you plan to spend in the near future should always stay in the bank, the same for your emergency money, ensuring quick and easy access. For substantial savings, having catered for the short term, it may be prudent to look to invest, protecting against the rising cost of living and increasing your wealth.

There are numerous ways to invest, you can be as cautious or as adventurous as your like. You can book a free consultation below and will explain the options available to you as an expat for you to compare and choose your own terms.

  • Learn how best to protect your savings and maximise interest in your country of residence

  • Get access to tax efficient savings & investments available to you, onshore and offshore

  • Reduce charges on existing investments

  • Receive expert advice from someone who understands your local tax regime and saving options

  • No obligation report provide summarising your options in black and white

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