Expat Financial Guide Library
Practical guides to help you understand the financial, pension, tax, investment, and retirement considerations that come with living, retiring, or relocating abroad.
Complete the form once and you’ll be redirected to a dedicated downloads page where every guide is available in one place.
No repeated forms for every brochure. Choose any guide below, complete the enquiry form once, and access the full library on the downloads page.
Clear guidance before a life decision abroad.
International financial decisions can feel complex, especially when pensions, tax rules, investments, residency, and retirement plans cross borders.
These guides are designed to help you understand the key issues before speaking with an adviser, so you can ask better questions and make more confident decisions.
Guides for expats, international investors, and retirees abroad
Select any guide below. Each button opens the same form and then redirects visitors to the complete downloads page.
UK Pension Expat Guide
Understand your UK pension options as a non-UK resident, including comparisons, costs, scam awareness, and choosing a reputable adviser.
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Moving to France from the UK
A guide to the tax, pension, and financial planning considerations for UK nationals moving to or living in France.
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The Guide to Moving Abroad From the USA
Moving abroad as a U.S. citizen comes with unique tax, investment, and planning challenges. This guide explains the key issues.
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Taxation in France for Expats Guide
An up-to-date snapshot of taxation in France for expatriates from the team at SJB Global.
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Taxation in Spain for Expats Guide
An up-to-date snapshot of taxation in Spain for expatriates from the team at SJB Global.
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Tax-Loss Harvesting Guide
Learn how tax-loss harvesting can help offset gains, reduce taxable income, and support long-term portfolio planning.
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The Expat Financial Blueprint Guide
For expats with UK pensions or international assets, this guide helps connect your financial planning with the life you want abroad.
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Lump-Sum Investments Guide
A guide to the process and considerations involved in making lump-sum investments, including options, risks, and decision-making.
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Investing Into an Offshore Bond Guide
A clear overview of offshore bonds, including their structure, requirements, benefits, and key considerations when investing offshore.
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15 Minute Guide to a Retirement Plan
A simplified guide to retirement planning, covering finances, goals, income needs, saving plans, adjustments, tools, and expert advice.
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How Ready Are You for Retirement?
Take a short readiness quiz to help understand how prepared you are for retirement and life after work.
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UK Pension Transfer Quiz
Find out your possible UK pension transfer options as an expat in just a few minutes.
Take QuizReady to access the full guide library?
Complete the short form once and continue to the downloads page for all available SJB Global guides and resources.