Expat Focus

US expats

Click on the links below to access our support material for your US expat clients. Whether they need your help with their pension, trusts, estate planning or advice on moving to a new country – we have information that may be of use.

  • International pension solutions – a client-facing brochure discussing international pension solutions for US non-residents.
  • International pension email – here's an email template you can send your clients promoting International Pensions
  • US expats pension – an adviser-facing article explaining how US non-residents can make the most of their retirement savings while working abroad
  • US & UK estate tax planning – adviser-facing flyer explaining how an offshore bond help with estate planning.
  • Education planning – support pages for you with information on education planning in the UAE - including case studies, discussion tips, email templates and more. There's also a link to our client-facing education web page.
  • Trust planning – material to support your trust planning discussions with your clients - includes videos, case studies, adviser testimonials, a handy decision tree and more. However, trusts may not be suitable for all clients. There are many different factors to take into consideration, such as where the client is resident and domiciled, as trusts are not recognised in every jurisdiction.
  • Moving to the UAE – an adviser article providing an overview of taxation for UAE residents.

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.