PACK YOUR PORTFOLIO · US EDITIONThe Moving Abroad Financial Checklist
A practical starting point for an international move. Work through each section and record questions that need individual advice.
Before committing to the move
- Compare salary, benefits and likely take-home income.
- Price housing, schooling, healthcare and travel using current quotes.
- Separate moving costs from ongoing spending.
- List financial commitments that will continue in your departure country.
Before departure
- Review residence and reporting questions with a qualified professional.
- Ask providers how a change of address affects access and contributions.
- Bring together account, pension, insurance and beneficiary records.
- Confirm medical cover and practical arrangements for dependants.
- Plan access to cash, currencies and essential documents.
- Review the implications before selling or transferring assets.
After arrival
- Replace budget estimates with actual spending.
- Keep a record of arrival, travel and relevant working days.
- Update providers where required.
- Schedule a review of your wider financial plan.
Questions to take into a conversation