expat finance

I’m a U.S. citizen living in the U.K. and work for a U.K. company with a U.S. parent company. I have been awarded US stock options as part of my compensation package and wondering what the tax implications are should I exercise my stock options. Not sure where to start so any advice is much...

Based in UK, all income comes from China directly to my ltd company in UK. I'd like to know if its possible to avoid taxes by opening a offshore account..... since all my invoices are paid for from chinese companies. Any help appreciated!!

I’m 19 and I’m just starting (relatively) researching into diversifying my assets internationally, including myself I’m reading a book which mentioned the trifecta strategy, as well as the perpetual traveller strategy (among others). If I’m correct this consists of constantly moving around...

I'm going to be collecting SS soon but not sure what bank to put it in. I have a US small credit union bank that I hate and hardly use it. Reasons for hate: The UI is from the late 90s. You have to call them to do the simplest thing. Example, they couldn't connect to my paypal account. I had to...

Does anyone experience in lowering income tax while working at Papua New Guinea. I've got like 40%. Any solution for expats?

For those interested, I recently created a site for expats out of my own need (as an expat myself). You are all invited to join, if you are interested: https://distantclub.com

Hello everyone! I'm a Brazilian currently working in FP&A and contemplating a move to Germany or another European country that's less chilly than Germany. My English is proficient, but I'm unsure about how to secure a job in Europe. Does anyone have any insights on this? A friend of mine who...

Hi all, I’m pretty new to the world of financial planning and investments and my partner and I just engaged a financial planner for the first time to have an initial meeting. Turns out their business model is a flat fee for the first “statement of recommendations” which would include modeling...

Any tips for opening up a French bank account from abroad? I am an American and told to open up an account with an international bank prior to moving but don’t know where to start.

I’m a recent college grad (engineering) with US+EU citizenship planning to stay in Germany indefinitely as my fiancé is German. Starting a new job as an engineer making €63k which isn’t much coming from the US but the company will buy me a car for private use and pay for insurances and...

When I moved abroad I had a 401k that I transferred to my brokerage as an IRA. Well it was actually part a trad 401k and part roth 401k that transferred to trad IRA and roth IRA. Now, because I don't have a US taxable income, my idea was to transfer the trad IRA to the roth IRA and just have to...

American Citizens Abroad (ACA) and the State Department Federal Credit Union (SDFCU) have come together to provide ACA members with a US Banking solution. This was in response to problems that many overseas Americans have experienced with their US-based banking relationships. To open an SDFCU...

Hello everyone, I was wondering if anyone can recommend a private pension scheme and an investment platform for those who travel frequently abroad and change residency often. I am currently using Vanguard UK, but will have to cancel or transfer funds as it's only available to UK residents...

Family of 4 (2 kids under 7) considering a job offer to move from Canada's west coast to Fiji. I have never done the international work before and am trying to figure out what income would make it worth it? Any suggestions on acceptable pre tax income to have a middle class kind of life...

I have about $10,000 cash and I want to open a brokerage account in the US I have $10,000 more sitting in a US savings account earning $0 in interest. I'm not a resident nor I have an SSN. I do however have a physical address (an apartment) and I have a US LLC with a ITIN and EIN and a bank...

Hello, I am a UK expat living in Shenzhen and planning to settle in China for the long term as I have a Chinese spouse but probably not retire here. I want to invest and set up a retirement fund but I’m still quite new to this so there’s a lot I don’t understand still. I want to invest in an...

The instructions for line 5 of Schedule A specifically state that one may not deduct "Foreign personal or real property taxes". That limitation clearly applies for boxes 5b and 5c, but it says nothing, positive or negative, about sales tax for box 5a. I can't find anything anywhere that...

Hi! Im a french citizen, I live in Cambodia since 2019. I am looking for trustworthy financial advisors to plan savings and retirement based in south east asian or anywhere. I have been struggling to find a firm as I read several bad comments about them usually and as I dont know much didnt go...

Wondering if someone can help me with the best way to start investing and saving fast as I currently have no savings! Some information about me: - Married (M35) & (F29) - Based in the UAE - combined income - around 31,000aed p/m We have two credit cards, one with 15,000 on and one with 30,000...

This is the first year I am handling the foreign assets reporting and my understanding is there is a 1) Form 8983 that you have to file to the IRS along with 2) FBAR which is to the FINCEN. Is there also something related to FATCA reporting that I have to do before April 15 each year? My...