Welcome to Episode 149 of the #ExpatChat Podcast, where we explore the latest tax and financial issues affecting Australian expats.
In this episode, The Importance of Wills for Expats, Atlas Wealth Managing Directors James Ridley and Brett Evans unpack the complexities of managing your estate while living overseas.
They provide an overview of estate planning for expatriates, including the importance of country-specific wills and the handling of various asset types and beneficiary nominations.
While an international will does not exist, having a will in each country where assets or family members are present is crucial and they addressed common misconceptions, such as the effectiveness of international wills, and encouraged expats to consult professionals for tailored advice.
With a shift in expat perspectives towards longer-term residency this is leading to increased interest in comprehensive estate planning.
Whether you have assets spread all over the world or are just starting your expat wealth creation journey, this episode is packed with key insights to help you stay compliant and protect your wealth.
Links that we discussed in this episode include:
• Upcoming Seminars & Webinars – atlaswealth.com/events
• Facebook Group – Don’t forget to join our Australian Expat Financial Forum Facebook Group – / australianexpatfinancialforum
• Ask Atlas – Have your questions answered on the podcast by clicking this link – atlaswealth.com/news-media/au...
• Expat Mortgage Podcast – atlaswealth.com/news-media/au...
• Weekly Recap Podcast – atlaswealth.com/news-media/au...
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The Atlas Wealth Group was born out of growing demand from Australian expats seeking professional guidance. We are specialists in providing tax, financial planning, wealth management and mortgage services to every Australian expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.
To find out more about the Atlas Wealth Group visit www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt
LinkedIn: www.linkedin.com/company/atlas-wealth-management
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