Offshore Financial Planning for Expatriates

The clear choice for expat financial planning

Expat financial planning

Living and working abroad puts you at a distinct advantage. Expats can benefit from large tax savings by taking professional financial advice. Enjoy peace of mind through prudent retirement and estate planning. We provide:

  • Client focused solutions
  • Tax saving investments
  • Qualified financial advisers

Specialist wealth management for expats

Retirement planning

Pensions

Wondering what to do with your hard-earned savings? Our tailored plans help you retire in comfort...more

 Working expats

Working expats

Looking to build a financially secure and comfortable future? We have flexible savings plans that work as hard as you..more
Financial planning

Money planning

How financially secure is your future? Take a financial health check with one of our financial advisers...more

 Estate planning

Estate planning

Who do you want to benefit from your financial legacy? We can help protect your loved ones from others and themselves...more

Knowledgebase

Sterling Assets’ managing Director Richard Colburn writes a regular column on expat financial advice, which has featured in the Bangkok Post since 2004. This collection of articles is an invaluable resource for increasing knowledge on financial planning when living abroad. See all articles

Selected articles

Brits abroad
Find out what your advantages and disadvantage are as a British working expat or retired British expat, as far as tax and inheritance/wills are concerned....more

Financial planning 101
Get the low-down on simple financial planning basics for those who’ve never given it a second thought, and see how much easier your saving and planning gets...more

Corporate offshore solutions
Running a company full of expat employees? Wondering how to give them the best financial advantages with attractive tax-saving packages, here’s a few pointers...more

Foundations - setting them up
Learn all about setting up foundations as a smart plan for protecting your wealth long after you are gone and avoiding lengthy legal battles for your loved ones...more

Qualified financial advisers
What qualifications should you expect in a financial adviser? How can you make sure the person advising you is professionally qualified? How important are professional qualifications offshore?...more