Introducing the Brigantia resources library: eight guides for expats
29th May 2026
Most of the free financial content aimed at expatriates falls into one of two categories. There is the aggressively vague kind, produced to tick a content marketing box, which tells you that planning is important without ever saying anything useful. And there is the thinly veiled product promotion, dressed up as education, which exists to move you toward a sale rather than help you understand your situation.
We built our resources library because neither of those things serves the people we work with.
Eight guides are now available at brigantiawealth.com/resources, covering the full range of topics that matter to expatriates managing serious financial planning decisions from abroad. They are free to download. They are designed to be genuinely useful regardless of whether you ever work with us.
Here is what is in them.
We built our resources library because neither of those things serves the people we work with.
Eight guides are now available at brigantiawealth.com/resources, covering the full range of topics that matter to expatriates managing serious financial planning decisions from abroad. They are free to download. They are designed to be genuinely useful regardless of whether you ever work with us.
Here is what is in them.
The British expat's guide to retirement planning in Asia
Retiring in Asia raises questions that most UK-based planning never properly addresses. The state pension, private pensions, income drawdown, longevity risk, currency exposure and sequence of returns are not abstract concepts when you are actually living here and drawing on accumulated wealth. This guide covers how retirement planning has to function differently when your life is no longer in the UK, including what a realistic long-term plan actually looks like when it is built around your real circumstances rather than a theoretical projection.
Understanding your UK pension options as an expat
Most British expats have pension pots sitting largely untouched while they get on with life abroad. A defined benefit scheme. A few defined contribution pots from previous employers. Gaps in National Insurance records. Not always a clear idea of what to do with any of it. This guide covers the main pension types, what your options are as a non-resident, and the common mistakes that cost people real money. We are SIPP-focused at Brigantia, and the guide reflects that plainly.
A guide to international investment for expats
Investing internationally is not simply a matter of picking funds with a global allocation. The structure matters. The wrapper matters. Behavioural patterns that work against long-term returns matter considerably more than most people realise. This guide covers how to build a portfolio that functions properly across borders, what evidence-based investing looks like in practice, and why the gap between investor returns and fund returns is so consistently large.
Estate planning across borders: what expats need to know
Living overseas means your estate may be governed by the laws of more than one country, and the interaction between those legal systems is rarely straightforward. A UK will alone is frequently not enough. Assets in multiple jurisdictions, property ownership structures, beneficial interest questions, succession law differences and beneficiary arrangements all require thought before they become problems. This guide explains how cross-border estates work and what needs to be in place to ensure your assets reach the people you intend.
Retiring in Asia raises questions that most UK-based planning never properly addresses. The state pension, private pensions, income drawdown, longevity risk, currency exposure and sequence of returns are not abstract concepts when you are actually living here and drawing on accumulated wealth. This guide covers how retirement planning has to function differently when your life is no longer in the UK, including what a realistic long-term plan actually looks like when it is built around your real circumstances rather than a theoretical projection.
Understanding your UK pension options as an expat
Most British expats have pension pots sitting largely untouched while they get on with life abroad. A defined benefit scheme. A few defined contribution pots from previous employers. Gaps in National Insurance records. Not always a clear idea of what to do with any of it. This guide covers the main pension types, what your options are as a non-resident, and the common mistakes that cost people real money. We are SIPP-focused at Brigantia, and the guide reflects that plainly.
A guide to international investment for expats
Investing internationally is not simply a matter of picking funds with a global allocation. The structure matters. The wrapper matters. Behavioural patterns that work against long-term returns matter considerably more than most people realise. This guide covers how to build a portfolio that functions properly across borders, what evidence-based investing looks like in practice, and why the gap between investor returns and fund returns is so consistently large.
Estate planning across borders: what expats need to know
Living overseas means your estate may be governed by the laws of more than one country, and the interaction between those legal systems is rarely straightforward. A UK will alone is frequently not enough. Assets in multiple jurisdictions, property ownership structures, beneficial interest questions, succession law differences and beneficiary arrangements all require thought before they become problems. This guide explains how cross-border estates work and what needs to be in place to ensure your assets reach the people you intend.
Education fee planning for expat families
International school fees are among the largest recurring costs in expatriate family life, and they arrive on a fixed timeline whether your investments are ready or not. This guide covers how to structure savings and investments around school fee schedules, what tends to work, and how to maintain flexibility as your family's plans evolve. Given the sums involved, this is an area where planning well ahead produces meaningfully better outcomes than working it out as you go.
International health insurance: what expats often get wrong
Many expatriates only discover the gaps in their health cover when they need to make a claim, which is not the ideal moment. International health insurance policies vary considerably in what they cover, what they exclude, how claims are processed and what they actually cost when you factor in deductibles, co-payments and coverage ceilings. This guide explains how to compare policies on a like-for-like basis and what questions to ask before you commit to anything.
Financial planning when you move abroad: the complete review
Moving abroad changes your financial situation more than most people anticipate at the time. Tax residency, protection, existing investments, pensions, currency, estate planning and retirement planning all shift when you cross a border. This guide is designed as a practical checklist for the complete financial review every expatriate should carry out, either on arrival abroad or if they have been living internationally for some time without ever having done it properly.
Life insurance for expats: the gaps most people don't know they have
UK life insurance policies often become invalid, compromised or simply inadequate when the holder leaves the country. The gaps are not always obvious until they matter. This guide explains where the problems typically emerge, what international life cover looks like compared to the domestic policies most British people are familiar with, and how to ensure your family has genuine, enforceable protection regardless of where you are living.
Two of the eight guides are written specifically for British expatriates, covering UK state pension entitlement, UK pension structures and the planning considerations that are particular to people who have spent their working lives contributing into the UK system. The remaining six cover territory that applies to any internationally mobile professional: international investment, estate planning across borders, education fee planning, health insurance, life insurance and the complete financial review that anyone living abroad should carry out. If you are not British, most of what is here still applies to you.
All eight guides are available to download at brigantiawealth.com/resources. They are the product of real experience working with expatriates across Asia and the practical questions that come up in that work, rather than a template filled with generic content. We hope they are useful.
If anything prompts a question about your own situation, a no-obligation discovery call is available as always.
International school fees are among the largest recurring costs in expatriate family life, and they arrive on a fixed timeline whether your investments are ready or not. This guide covers how to structure savings and investments around school fee schedules, what tends to work, and how to maintain flexibility as your family's plans evolve. Given the sums involved, this is an area where planning well ahead produces meaningfully better outcomes than working it out as you go.
International health insurance: what expats often get wrong
Many expatriates only discover the gaps in their health cover when they need to make a claim, which is not the ideal moment. International health insurance policies vary considerably in what they cover, what they exclude, how claims are processed and what they actually cost when you factor in deductibles, co-payments and coverage ceilings. This guide explains how to compare policies on a like-for-like basis and what questions to ask before you commit to anything.
Financial planning when you move abroad: the complete review
Moving abroad changes your financial situation more than most people anticipate at the time. Tax residency, protection, existing investments, pensions, currency, estate planning and retirement planning all shift when you cross a border. This guide is designed as a practical checklist for the complete financial review every expatriate should carry out, either on arrival abroad or if they have been living internationally for some time without ever having done it properly.
Life insurance for expats: the gaps most people don't know they have
UK life insurance policies often become invalid, compromised or simply inadequate when the holder leaves the country. The gaps are not always obvious until they matter. This guide explains where the problems typically emerge, what international life cover looks like compared to the domestic policies most British people are familiar with, and how to ensure your family has genuine, enforceable protection regardless of where you are living.
Two of the eight guides are written specifically for British expatriates, covering UK state pension entitlement, UK pension structures and the planning considerations that are particular to people who have spent their working lives contributing into the UK system. The remaining six cover territory that applies to any internationally mobile professional: international investment, estate planning across borders, education fee planning, health insurance, life insurance and the complete financial review that anyone living abroad should carry out. If you are not British, most of what is here still applies to you.
All eight guides are available to download at brigantiawealth.com/resources. They are the product of real experience working with expatriates across Asia and the practical questions that come up in that work, rather than a template filled with generic content. We hope they are useful.
If anything prompts a question about your own situation, a no-obligation discovery call is available as always.
