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Financial planning guides for European expats

Country-specific analysis covering tax residency, pension transfers, investment structuring, and estate planning. Written at practitioner level, not retail.

In-depth guides by topic

Cross-border financial topics that apply across jurisdictions: tax exemptions, visa-linked financial planning, investment structuring, and estate planning for globally mobile professionals.

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Malaysia Tax

Malaysia Foreign Sourced Income Exemption

The FSI exemption framework, what qualifies, the remittance basis, and how to structure offshore income to maintain exemption status.

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MM2H

MM2H Financial Planning Guide

Fixed deposit requirements, offshore income structuring, pension drawdown under MM2H, and the financial obligations of the programme.

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Thailand LTR

Thailand LTR Visa Financial Planning

The flat 17% PIT rate for highly skilled professionals, income and asset thresholds, pension income treatment, and investment account structuring.

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Singapore

CPF for Singapore Expats

Why Employment Pass holders are excluded from CPF, what that means for retirement provision, and how to build an equivalent private structure.

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Estate Planning

Estate Planning for Expats in Southeast Asia

Forced heirship rules by jurisdiction, cross-border succession, trust structures, offshore bonds as estate tools, and beneficiary nomination.

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Malaysia EPF

Malaysia EPF for Expats

Mandatory vs voluntary EPF contributions, contribution rates for non-citizen employees, withdrawal rules on departure, and EPF alongside private pensions.

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Investments

Structured Notes for Expats

Capital protection, autocall mechanics, barrier levels, coupon structures, and how structured notes fit into a cross-border portfolio.

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Investments

Offshore Bonds for Expats

Tax-deferred growth, assignment to beneficiaries, top-slicing relief, suitability for globally mobile professionals, and common provider structures.

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Investments

UCITS vs US ETFs: Tax Comparison for Expats

30% dividend withholding, $60K estate tax threshold, Ireland vs Luxembourg vs US domicile comparison, and how to choose the right fund structure.

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Banking

Best Offshore Bank Accounts for Expats

HSBC Jersey, Singapore, Mauritius, and Switzerland compared. Deposit protection, CRS reporting, the ABC rule, and common mistakes to avoid.

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MM2H

MM2H Requirements 2026: All Four Tiers

SEZ, Silver, Gold, and Platinum fixed deposits, compulsory property purchase, Sarawak alternative, and what the programme actually costs.

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MM2H

MM2H Fixed Deposit: Rates, Withdrawal & Strategy

Bank rate comparison, withdrawal rules and deadlines, the currency conversion mistake, and what to do with capital that is not locked up.

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Education

International School Fees Malaysia 2026

RM20K to RM120K+ fee ranges by school, what happens when the company stops paying, and the university costs nobody budgets for.

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Malaysia Tax

Malaysia Foreign Income Tax: FSI Exemption

Exemption extended to 2036, the "subjected to tax" condition, where QROPS and offshore bonds create unexpected liabilities.

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