Financial Planning Videos for Expats

A growing library of short, practical videos covering UK pensions, International SIPPs, estate planning and cross-border financial strategy for expatriates and internationally mobile families.

Featured videos

Indexed Universal Life (IUL) – Video Overview

How Indexed Universal Life works, where it fits in long-term planning, and common misconceptions for high-net-worth families.

International SIPP Pensions for Expats – Video Overview

A practical explanation of International SIPPs, who they suit, and how they compare with QROPS for UK pension holders living abroad.

UK Inheritance Tax Changes for UAE Expats – Video Overview

What the new UK inheritance tax rules mean for UAE-based expats, including domicile, exposure, and practical estate planning considerations.

US Estate Tax & US Shares – What Non-US Investors Must Know

How US estate tax can apply to non-US investors holding US shares or ETFs, and the steps expatriates should consider to avoid nasty surprises.

QROPS or International SIPP – Which Is Right for Expats?

A clear comparison of QROPS versus International SIPPs, including control, taxation, costs, and suitability for expats.