Insights
Guides
Structured, end-to-end guides for the decisions that come up most often in cross-border financial life. No email address required to read them.
Guide library
Guides are released progressively; the outlines below are the published scope.
The relocation financial checklist
Everything to review before, during and after a move: cover, accounts, residency, pensions and documentation.
Consolidating pensions across countries
How to trace, assess and decide on retirement accounts left in previous jurisdictions.
Executive equity, plainly explained
Vesting, exercise and residency interaction for RSUs and options held across borders.
Building a written investment mandate
The sections a usable strategy document needs, with examples of allocation and rebalancing rules.
Cross-border succession documentation
Which instruments you need in which jurisdiction, and how to keep them consistent.
Sizing your protection cover
A method for calculating cover from actual liabilities and dependants rather than a round number.
How to use these
Each guide is written to be actionable on your own. Where a step genuinely requires professional input, it says so and explains why.
If you would rather work through a guide with an adviser, that conversation carries no obligation and no product recommendation
Next step
Work through it with an adviser
Bring a guide and your situation to a 30-minute conversation. No pitch, no follow-up pressure.