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Financial Planning Priorities During Your First Year Abroad
Hoxton Videos • Financial Planning Priorities During Your First Year Abroad
Moving to another country is one of the most exciting decisions you can make. But it can also be one of the most financially complex, and the first year abroad is often when the most important decisions get missed.
In this discussion, Michael Sappal, Wealth Planner at Hoxton Wealth, sits down with Jacob Hall, Global Director of Advice, to explore the financial planning issues that internationally mobile professionals and families most commonly overlook after relocating.
The conversation covers why the first few months abroad are such a critical window to review your finances, and walks through the key areas that an international move can affect, often in ways people don't anticipate.
What the video covers:
- How to assess what has genuinely changed in your financial position after relocating
- Workplace pensions, insurance and protection benefits that may no longer continue
- What to check before contributing to existing pensions, ISAs or investment accounts
- Why life insurance and protection policies may need reviewing after a change of residency
- Wills, powers of attorney and family arrangements across different jurisdictions
- Lifestyle inflation and the effect it can have on long-term savings
- Planning when a temporary move becomes a longer stay
- The assumptions people make about eventually returning home
- Buying property in your home country while living abroad
- What internationally mobile clients should expect from a financial planning relationship
- Practical steps to take when you are not yet ready to make major decisions
Whether you have recently moved abroad, are in the middle of settling in, or are reviewing how your finances fit your new life, this conversation is designed to help you understand what to prioritise and when.
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