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Personalised Expat Action Plan
Your aggregated, dated, prioritised action checklist — pulling together everything you need to do before you leave, in your first 3 months abroad, and on an ongoing basis. Tick items off as you go.
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What concerns you most? (select all that apply)
💰 Tax efficiency
🏛️ State Pension
🏡 Inheritance tax
💱 FX & transfers
🏥 Healthcare abroad
📋 Visa & residency
🏠 Property
🛡️ Pension scams
📊 Cost of living
✈️ Return planning
This is a planning guide, not personalised advice. Action items are generated based on commonly applicable guidance for UK expats. Individual circumstances, tax residency, pension arrangements and visa eligibility vary significantly. Always verify with HMRC, official government sources, and qualified cross-border tax, financial and legal advisers before acting. Expat Compass is independent and not affiliated with any government, adviser or financial institution.