UK
US
INTERNATIONAL WEALTH PLANNING
Expert advice.
For life abroad.
Connect with an expert International Wealth Planner. Get a personal perspective on your pensions, investments and finances before you move, or while living abroad.
Start with your plans. We’ll help you take the next step.
For US$1.5m+ in investable wealth or US$50k+ monthly income.
A plan that’s yours.
PROFESSIONAL KNOWLEDGE
Qualified financial planners
Verified credentials
Financial planning expertise for the decisions that shape your future.
INTERNATIONAL PERSPECTIVE
Relevant cross-border
planning experience
A coordinated view of your wealth, wherever life takes you.
Pack Your Portfolio is an unregulated publisher and introducer. These are our required standards for referred providers. The specific firm, permissions, professional qualifications and service scope must be checked for your introduction. Any advice is provided separately. Regulation is not an endorsement or a guarantee of results.
THE WORLD, WITH PERSPECTIVE
Where will life
take you next?
Get to know the practicalities behind the possibility.
A considered starting point for your next move.
An international base. A plan beyond the salary.
A compact address. A substantial financial decision.
Mediterranean retirement. Eligibility comes first.
Separate the pension opportunity from the bigger plan.
An American chapter starts before US tax residence.
A British chapter. An international financial plan.
A retirement route worth reading carefully.
A global financial center. A selective route to residence.
Lifestyle, investment and citizenship are different decisions.
Look closely at where the income is actually earned.
An island retirement with a practical financial foundation.
A retirement possibility beyond the low-cost headline.
Choose the lifestyle. Prepare the finances.
A French chapter, planned around your whole life.
A new perspective. A bigger picture.
Make room for a different way of life.
A European chapter, thoughtfully planned.
BEFORE THE MOVE. BEYOND THE MOVE.
Your next address.
Your whole financial life.
Bring your relocation and wealth planning into the same conversation. Review your pensions, investments and financial structure before departure, then keep the plan aligned as life abroad evolves.
Find my wealth planner ↗Choose with perspective
Compare residence routes, lifestyle needs and the financial implications of your shortlist.
Prepare before departure
Connect the timing of your move with pensions, investment accounts, cash flow and cross-border tax questions.
Manage the wealth behind the life
Build an ongoing investment and financial plan that supports your international future.
Pack Your Portfolio is an unregulated publisher and introducer. These are our required standards for referred providers. The specific firm, permissions, professional qualifications and service scope must be checked for your introduction. Any advice is provided separately. Regulation is not an endorsement or a guarantee of results.
A LITTLE CLARITY GOES A LONG WAY
Big possibilities.
Meet the numbers.
Turn “what if” into a more useful question. Explore how your lifestyle choices could shape your spending and savings abroad.
Build your lifestyle budget ↗Illustrative inputs, not local cost estimates. Surplus before other commitments; no investment returns assumed.
THE JOURNAL
A better-informed
next step.
RETIREMENT ABROAD · 3 MIN READ
Where could retirement take you?
Compare the pension, the permission to stay and the life you will actually lead. A lower headline tax rate is only one part of a durable retirement plan.
MOVING ABROAD · 4 MIN READ
Before the move: seven financial questions worth asking
Your next chapter deserves more than a moving checklist. Start with the questions that connect the life you want with the finances you have.
TAX & RESIDENCY · 3 MIN READ
Double taxation: the questions behind the headline
A tax treaty is a starting point for investigation. Your residence, income type and the relevant provisions determine which questions to ask next.
PORTFOLIO
Your move.
Thought
through.
A GOOD PLACE TO BEGIN
Take the next step.
Keep the checklist.
From your first questions to your final preparations. A practical guide to getting your financial life ready for a move abroad.
Get your free checklist ↓Useful resources. No unnecessary complexity.