Reviewing your Investments when you move abroad

Relocating internationally can significantly affect how your existing investments align with your overall financial strategy. 

In this insightful discussion, Raj Jutla, Senior Associate at Hoxton Wealth, is joined by Ravi Gill, Senior Wealth Planner, to explore the key investment considerations for those moving abroad. They cover essential topics such as reviewing your portfolio, including pensions, ISAs, investment accounts, and cash savings, and examine how factors like investment risk, currency exposure, diversification, fees, and accessibility should be reassessed in light of your new residency status.

Raj and Ravi also discuss how your investment approach should reflect your future plans, whether that's where you expect to live, your retirement goals, or when you'll need access to your funds. They emphasize the importance of viewing your investments as part of a cohesive financial plan, especially for individuals whose circumstances may continue to evolve as they live and work internationally.

• Reviewing your investments after relocating abroad  
• Managing pensions and long-term investments for expats  
• Adjusting ISAs and UK investment accounts after becoming non-resident  
• Assessing investment risk, diversification, and currency exposure  
• Reviewing fees and charges on your investments  
• Structuring investments for globally mobile individuals  
• Planning for retirement while living overseas  
• Preparing your investments for a potential future move or return home  
• How frequently to review an international investment portfolio  
• Developing an investment strategy aligned with short, medium, and long-term goals  
• Common pitfalls for expats and internationally mobile professionals  
• Financial planning considerations during the initial years abroad

This discussion is ideal for expats, globally mobile professionals, and families seeking to understand how an international move might influence their investments and long-term financial plans.