Written by Thomas Sleep,
Founder of My Intelligent Investor
A UK-qualified financial adviser with over a decade of cross-border experience, this guide is built on real expat scenarios, not theory. You’ll learn strategies used by expats to keep more of what they’ve earned, wherever life takes them next.
Inside this guide, you’ll find practical answers, real examples, and the strategies expats use to protect, grow, and pass on their wealth, wherever life takes them.
In this guide you will learn about...
Tax-Free Today Doesn’t Mean Tax-Free Tomorrow
Living in the Middle East may feel like a permanent tax haven, but the moment your residency changes, new rules can apply, often with unexpected consequences.
Retirement Income That Shrinks in Your Hands
Where you retire can determine how much of your pension you keep. Tax rates from 15% to 45% are common without proper planning.
Capital Gains Tax
and the Relocation Trap
Selling assets before or after a move can trigger significant tax bills. The right timing and structure are crucial to maintaining your gains.
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The Hidden Danger of US-Listed Assets
Non-US expats can face a 40% estate tax on certain US investments. The good news, there are alternatives that remove this risk completely.
Inheritance Tax:
The Unseen Threat
Many expats leave their estate exposed without realising it. Learn how cross-border inheritance rules could impact what your family actually receives.
Using Global Structures for Lasting Protection
From portfolio bonds to international life assurance, discover the tools that safeguard your wealth across borders and generations.
