Common Questions

With multiple currencies, international tax laws, and investment opportunities that cross borders, moving abroad will complicate your financial situation. Expatriates must note tax treaties, foreign-earned income exclusions, and currency to currency translation risks. At Entrust, we formulate and execute financial strategies for expats without violating either resident or host country’s laws.

The available investments that promise good future returns will differ depending on factors such as tax laws in your home and host countries, the degree of risk you are willing to take, and your goals for long-term investments. Expats should invest in a diversified portfolio covered by the global markets, using tax-efficient vehicles to minimize the taxes if applicable and hedge against the risks arising out of currency fluctuations. Our experts can help you navigate foreign stock markets, real estate matters, and retirement plans that will align your portfolio with your financial ambitions.

It is important to emphasize that since the International Estate laws differ from one country to another, this requires the creation of a Cross-Border Estate Plan. We provide guidance to expats in the drafting of wills, establishment of trusts, and compliance with inheritance laws, therefore, minimizing taxes, avoiding legal disputes, and assuring the undivided succession of the clients’ estate according to their desires, irrespective of where it is owed.

When thinking of retiring abroad, several factors must come into consideration.
This retirement planning for expat leads one reform the management of multiple pension systems, avoid double taxation, and make necessary savings for living in the selected country. We offer assistance in maximizing your retirement benefits, making it tax-efficient, and creating a withdrawal strategy that is sustainable so you can enjoy a financially secure retirement in your chosen destination.

Yes, expats often require international health and life insurance to ensure coverage in both their home and host countries. We help you choose the right policies that provide comprehensive protection for you and your family, whether it’s medical coverage, liability insurance, or property protection across borders.