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Expat investors: Help for US and UK citizens abroad

We get a lot of questions from expats on the complexities of tax and investing as a citizen abroad. However neither The Investor nor I have any experience in this area. We’re both firmly based in Blighty.

However I have come across a few sites in my time that boast an active expat community that should be able to point you in the right direction, or at least sketch out the issues to think about.

Expats - watch out for the taxman [1]

So this article is a simple round up of resources that may help you deal with investing while posted abroad.

It’s divided into three sections:

My article is just the start. With any luck, we can crowd-source some better links once the Monevator readership has had its say in the comments below.

Indeed, I’ve already had some invaluable advice from a far-flung Monevator reader named Nigel:

Much of the expat advice available online is a thinly veiled sales pitch from service providers who’d like to charge you fees. There’s nothing wrong with paying for advice but make sure you double check the source of anything you read online. Expat forums can be cruising grounds for advisors looking for business.

My thanks to Nigel.

Note, we can’t vouch for the accuracy of any of the info linked to below. Advice inevitably dates, and some authors have a sales-related agenda.

Go careful and don’t take anything at face value.

General resources for the expat investor

Expat UK investors

Expat US investors

Over to you

Remember that the basic principles of investing [19] hold true everywhere. If you want to know how to design a portfolio [20] or to escape the rat race [21] then you should use the same trusted UK and US sites and books that you’ll discover through Monevator every week.

Are you an investor planting your corn in a foreign field? Please tell us about the sites or books that have helped you in the comments below, and together we’ll turn this page into a cracking resource for expats around the world!

Take it steady,

The Accumulator