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Resources
Explore the resources,latest news and insights from Paratus Wealth, including firm updates and downloadable guides. New content is added regularly, so check back for the latest.
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Weekly Market News, 15 June 2026: Sterling Firm, the ECB Hikes and a Pivotal Week Ahead
Sterling held firm, the ECB raised rates to a 2.25% deposit rate, and a weaker Dollar lifted GBP/USD above 1.34. This week's currency market news for globally mobile families, from our partners at Agility Forex, with the Fed and Bank of England ahead.

Paratus Wealth


Meet John Morgan: Expat Financial Adviser and Senior Partner
Meet John Morgan, an expat financial adviser and Senior Partner at Paratus Wealth, with 25+ years helping expatriates with cross-border pensions and wealth.

Paratus Wealth


Your UK Pension and the 2027 Inheritance Tax Change: What Expats Need to Know Now
From 6 April 2027, most unused pension funds fall within UK inheritance tax. For British expats with UK pensions abroad, here is what changes, why the double-tax trap matters, and what to do now.

Paratus Wealth


Weekly Market News: US Jobs Surge, Eurozone Inflation and a Packed Week Ahead, 9 June 2026
US payrolls beat forecasts at 172k, Eurozone core inflation rose to 2.5%, and Middle East tensions lifted the Dollar. This week's currency market news for globally mobile families, from our partners at Agility Forex.

Paratus Wealth


Paratus Wealth and API Global Partner on International Property Investment
Paratus Wealth partners with API Global to help clients explore selected international property investment opportunities through a planning-led approach.

Paratus Wealth


US Estate Tax for British Expats and Non-US Persons: The 60k Rule Explained
US estate tax can affect non-US owners of US assets and US persons abroad with non-citizen family. Learn the key filing, QDOT and planning issues.

Paratus Wealth


IHT on Pensions 2027: What Expatriates Need to Know
From 6 April 2027, most unused pension funds and pension death benefits are expected to fall within UK Inheritance Tax. Here is what expatriates with UK pensions should review now.

Paratus Wealth


Paratus Wealth Partners with Agility FX to Support International Payments and Currency Exchange
Paratus Wealth has partnered with Agility FX to support clients with currency exchange and international payments, including overseas transfers, forward contracts, and dedicated FX support.

Paratus Wealth


Paratus Wealth Partners With FE fundinfo to Enhance Client Onboarding and Cashflow Planning
Paratus Wealth has partnered with FE fundinfo to integrate FE CashCalc, enhancing secure digital client onboarding and cashflow planning for our international clients.

Paratus Wealth


Paratus Guide to the Autumn Budget 2025
A clear, straightforward summary of the key Autumn Budget 2025 announcements and what they could mean in practice. Complete the short form to access the PDF guide.

Paratus Wealth


Welcome Calvin Thomas
Calvin joins Paratus Wealth as Senior Partner and Financial Adviser, bringing over 20 years of international experience supporting US-connected clients with cross-border planning.

Paratus Wealth


Welcome William Fryer DipPFS
William joins Paratus Wealth as Senior Partner and Financial Adviser, bringing extensive experience with high-net-worth clients and cross-border planning.

Paratus Wealth
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