Expat Finance

Expat banking, offshore banking, expat taxes and finance are all daunting issues for new expats. Our new Expat Finance guide is broken down into three sections: banking, tax & finance. Plus, our new Ask the Expert tool enables you to submit your finance questions.

Offshore Banking & Expat Banking

Banking offshore and Expat banking are critical expat services. Moving overseas is not the same experience for every expatriate, and the articles below will help you evaluate what you need to successfully bank abroad.

Expat Taxes -- The Ultimate Guide to Understanding Foreign Bank Account Reporting Requirements for Americans Living Abroad
By David McKeegan

Form 8938 and the FBAR are two different forms that many expats need to file to report foreign accounts. So, how do you know which one to file? This outline, prepared by Greenback Expat Tax Services, outlines the differences between the two.

Expat Finance -- Preparing for an International Assignment
By Masao Jim Uyeda

It is critical to ensure one's financial house is in order prior to moving overseas. Article covers several common international assignee misconceptions with regard to expat finances.

Expat Finance -- 7 Financial Tips to Help Expatriates Prepare for When Danger and Disaster Strike Abroad
By Lisa R. Mitchell

The unrest in Libya, Bahrain and the tsunami in Japan are vivid examples of the unexpected dangers faced when living abroad. How would you move money, pay bills and conduct other necessary banking transactions if you were stuck in the middle of political unrest or living in a country that experienced a natural disaster?

Expat Banking & Offshore Banking -- More Articles

Expat Tax & Overseas Tax

Expat tax is one of the most important aspects of managing one's finances after a move abroad. Do not neglect offshore tax issues or wait until the last minute to explore the financial implications of international living. The articles below will help you start your research into expat taxes.

Expat Tax -- Everything You Ever Wanted to Know About FBAR!
By David McKeegan

With the FBAR (Foreign Bank Account Report) deadline approaching and many expats unaware of whether or not they need to file, take a closer look at the filing requirements and how exactly it is done.

Expat Taxes -- 5 Things About Expat Taxes
By David McKeegan

Greenback Tax Services helps you explore expat taxes and some of the most important things you don't know about the financial implications of living abroad.

Expat Tax -- Preparing to File your US Expat Tax Return Now = Less Hassle Later!
By David McKeegan

It's the time of the year most US citizens dread--tax time. US expats around the world shudder even more than US residents due to the complicated and oftentimes confusing process of filing US expat taxes. But it doesn't have to be this way! Preparation is the key.

Expat Tax & Overseas Tax - More Articles

Expat Finance & Offshore Investment

Expat finance requires proper research while living overseas. Expats are often exposed to offshore investment opportunities not available at home. The articles in this section provides basic overseas finance information to consider while living abroad.

Are You Financially Ready to Live Abroad? -- 7 Financial Tips To Help You Live A Global Lifestyle
By Lisa R. Mitchell

Whatever your reasons for wanting to live overseas and enjoy a global lifestyle, one thing you can still count on, is that you will have to manage your finances. Lisa R. Mitchell discusses financial tips for expats.

Managing Currency Risk -- Practical Guide to Building a Globally Diversified, Multi-currency Investment Portfolio
By David Kuenzi

David Kuenzi explains how to properly incorporate currency considerations into a sound, long-term investment strategy is much easier than commonly understood.

Managing Currency Risk -- As an American Abroad, In What Currency Should I Save and Invest?
By David Kuenzi

Kuenzi explains the complex concept of "currency risk" that often clouds investment and financial planning decisions for Americans abroad.

Expat Finance & Offshore Investment -- More Articles

We recommend these expat finance and offshore investment firms:

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