ExpatCompass
Download Library

Your Expat Template & Guides

Download 10 editable planning packs for assets, property, pensions, estate planning, tax, FX and family protection—plus the relocation workbook and print-ready guides.

Expat Bundle — 10 template packs + 10 guides included
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Bundle document library

Each guide opens as a print-ready page you can save as PDF. Bundle access is checked against your signed-in account before the links become usable.

ExpatCompass Relocation Template

An editable Excel workbook for your move budget, tax and residency deadlines, document evidence, assets and accounts, and adviser briefing.

6 planning sheets Editable .xlsx Fresh bundle check on every download

Editable ExpatCompass template packs

Ten practical Excel-led packs with formulas, validation, example rows and adviser-ready organisation. The estate and emergency packs also include editable Word briefs.

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10 print-ready guides total

📄 How to save as PDF

  1. Click Open guide on any card below — the document opens in a new tab.
  2. Press Ctrl + P (Windows / Linux) or ⌘ + P (Mac).
  3. Change Destination to Save as PDF.
  4. Set margins to None or Minimum for cleanest output. Click Save.