Money Across Borders

Practical financial planning for life across borders with Ross Naylor, Chartered Financial Planner

A weekly email for British expats navigating pensions, tax, investments, and retirement across countries.

Make better financial decisions when more than one country is involved.

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Read by 750+ British expats planning their finances across borders.

The problem with life across borders

What works well in one country can create problems in another.

💷 A pension decision in the UK can trigger unexpected tax issues overseas.
📊 An investment structure that works abroad may not work when you return to the UK.
🌍 Moving between countries can create complications around tax, reporting, and estate planning.

And when you’re planning your finances, these decisions matter.

Getting one wrong can be expensive – and difficult to unwind later.

That’s where Money Across Borders comes in

Each week, I share clear, practical insight to help you:

Understand your options
Avoid costly mistakes
Make confident financial decisions across borders

No jargon. No fluff. Just thoughtful guidance based on real life situations.

What you’ll receive

📘 Clear explanations

Understand complex cross-border financial issues in plain English.

💡 Practical ideas

Useful guidance you can apply when planning a move, approaching retirement, or reviewing your finances.

📢 Relevant updates

Stay informed about UK rules and financial developments that may affect expats and returning Brits.

🧠 Experienced perspective

Insights shaped by nearly 30 years as a financial adviser, helping more than 250 clients navigate life across borders.

This is for you if…

✅ You live abroad and still have UK pensions, investments, or tax questions

✅ You’re planning to leave the UK or return after time overseas

✅ You’re part of a mixed-nationality couple making retirement or estate planning decisions

✅ You want calm, practical guidance without the jargon

Ross Naylor - Chartered Financial Planner

About Ross Naylor

I’m a UK Chartered Financial Planner and Pension Transfer Specialist.

For nearly 30 years, I’ve helped British expats and internationally mobile families navigate complex financial decisions around retirement, relocation, and returning to the UK.

I’ve worked with more than 250 clients facing these exact challenges.

Get the next issue

Join now and receive:

✅ The latest edition of Money Across Borders

✅ Practical weekly insight on expat financial planning

✅ Regular guides to help you plan with confidence

I’ll also send you a copy of my top 5 expat pension tips as a bonus

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Disclaimer:

All content on this website is provided for general information only and does not constitute investment advice or a personal recommendation. While believed to be accurate at the date of publication, no warranty is given as to its completeness or accuracy. The author accepts no liability for any loss arising from reliance on this information. Unauthorised reproduction is prohibited.

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