Top tips for advising expat clients

EXPATS

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Mervyn Simms, director of adviser firm Siddalls, explains how to advise clients moving abroad.

In recent years we have seen an acceleration of the trend of financial advisers to move away from offering “general practitioner” style advice to concentrating on their own dedicated areas of expertise. It goes without saying that it is very important for the financial adviser of a client thinking of moving abroad – almost certainly a “once in a lifetime” decision – to steer him or her in the right direction. So, the first tip is to gain advice from a professional firm dedicated to advising expats before, during and after their move abroad. If the idea of moving is at a very early sta...

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