Book a discovery call

Living as a UK expat brings real opportunities — and real complexity: cross-border tax, currency risk, and pensions that don’t always travel with you. The first step to sorting it out is a simple, no-obligation conversation.

At Investments for Expats, we work exclusively with UK expats — whether you’re building a career in Thailand, planning retirement in the UAE, or managing a family’s finances in the US. Our discovery call is free, with no sales pressure, and it’s your chance to get real clarity on where you stand.

Why book a discovery call with us?

You’ll speak with someone who actually understands expat finance.
You’ll talk directly with Henry, our founder and lead adviser, who has written extensively on expat financial planning. We’ll listen to your specific situation and give you honest, actionable input not a sales script.

You’ll likely uncover savings you didn’t know were there.
Many expats aren’t making full use of double taxation agreements, or don’t realise low-fee options like QROPS and SIPPs might apply to their pensions. We’ll walk through where these might apply to you.

You’ll understand exactly what we offer and what it costs.
We’ll explain our services — investment management, tax planning, retirement and pension consolidation, estate protection, and compliance — and how our fee-only model (typically 0.5% or less) compares to what you might be paying now.

No pressure, ever.
The call is free and non-binding. Ask hard questions. Decide afterward, on your own time, whether we’re the right fit.

What happens on the call

A relaxed 30–45 minute conversation over Zoom or phone, at a time that works for your timezone:

  1. Getting to know you (5–10 min) — your location, career, family situation, and goals.
  2. Understanding your challenges (10–15 min) — tax questions, currency exposure, pension concerns, whatever’s on your mind.
  3. Initial recommendations (10–15 min) — practical options based on what you’ve told us, tailored to your situation.
  4. Next steps and questions (5 min) — a clear picture of how we could help, and space for anything you want to ask. No pressure to proceed.

Ready to Take Control of Your Expat Finances?

Book your free discovery call — no obligation, just a straight conversation about your situation. Fill in the form below and we’ll get back to you within 24 hours.