Banking, Tax & Finance

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From finding the right bank to managing your investments to the dreaded tax return, expats face unique challenges. Share your experiences and advice with others.

As a way of helping expats research life abroad, Expat Exchange uses advice shared in our Expat Report Series to create articles that aggregate information about specific topics relevant to international relocation. We never include private information when we do this. Even though we NEVER sell, rent, or share our members private information, please consider carefully what private or personal information you share with others in our Expat Reports. Read more

Which country are you reporting about?

If you live in the US, which state do you live in?

What is the name of the city or town that you are reporting on?

Which country are you a citizen of?

Which banks do you use? If you have a local account, which bank do you use? How do you like it? Do you also have an account in your home country? Which bank? Do they charge for ATM withdrawals? Do they charge a lot for international wire transfers? How has it been working with them from abroad? Do you use a special international wire transfer service? Do you use an online bank? If so, tell us about them.

If you are a US citizen and have had to deal with FATCA compliance and reporting, how difficult has it been? What have you learned from the process that you could share with a newcomer? Any tips? Any local banks that you recommend based upon FATCA reporting?

If you have purchased property while living abroad, how did you handle that transaction? What tips would you have for a newcomer who is trying to figure out the most cost-effective way to purchase property there? What red tape did you have to deal with?

What advice would you offer others about banking as an expat in your country? What do you wish you had known about banking when you first arrived?

What sort of challenges or frustrations have you encountered as an investor living overseas? Please describe.

What advice was particularly helpful to you in managing your finances? What advice would you give? Any other thoughts?

Do you do your own taxes, use a local firm, an expat-oriented firm or does your employer handle this for you (i.e. via an corporate tax firm)?

What advice could you offer others about doing your taxes as an expat?

SJB Global

SJB Global is a top-rated financial advisory firm specializing in expat financial advice worldwide, offering retirement planning & tax-efficient solutions with a regressive fee model.
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