RORY PHILLIPS WEALTH

A printable framework

Before you invest a cent, map it.

Money doesn’t cross borders cleanly. The Cross-Border Money Map lays your money out against five simple questions, which makes the gaps easier to see.

In this free guide:

  • A two-page framework: a map you print and fill in by hand, then a page on what it can show
  • Your pots (property, pensions, savings, investments, income) down the side
  • Five questions across the top: country, currency, tax system, purpose, access
  • Where you may be exposed to a single currency, or taxed somewhere you didn’t expect
  • How to read each gap you find, and what it tends to mean

Note: There is nothing to buy here. The map is a simple way to make sense of money that lives across two countries.

Rory Phillips

By Rory Phillips, independent financial planner. Written as general information, not advice.

The Cross-Border Money Map, guide cover

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Independent & plain-spoken Educational only, not advice Rory Phillips Wealth

Everything here is educational only: general information to help you think clearly, never personal advice or a product recommendation.
General information only, not financial, tax or legal advice. © Rory Phillips.
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