US Expat Investment Advice It is unknown exactly how many US expats are currently living abroad. In 2016 the US State Department estimated there are 9 million U.S citizens living overseas,…

The Non-Habitual Tax regime in Portugal Background: The Non-Habitual Tax regime in Portugal allows anyone who becomes a tax resident in Portugal (subject to being accepted by NHR) the ability to receive qualifying…

Purchasing a property can be a complicated process and when that purchase is abroad with a foreign language it can become that much more difficult. As your independent bilingual mortgage…

Liberty SIPP First of all, if you are a Liberty SIPP holder then you will have been well aware of the negative press they have been receiving. Indeed, while the…

Do you hold a Capita Pension? Are you living abroad and due your Capita Pension? Capita are currently issuing all policyholders with their most up-to-date value. Many expats are misunderstanding…

Actively managed funds are the best way to obtain the holy grail that is dividend growth Equity Income Pension Planning Among the talk about trade wars and market corrections, “boomers”…

Retirees are at risk of running out of money in retirement. Research from Zurich UK has found that a third have no investment experience and two in five are not…

The UAE has become a popular place for foreign investors and expats. In recent year’s changes to the law have opened up the UAE property market to foreigners. As such,…

Having experienced a surprising economic and demographic growth over the past years, Asia is deemed to be a real haven for expatriates looking for new opportunities. Moving to Asia will…

Pension Sharing Order for a QROPS Pension sharing order for QROPS is becoming increasingly common. Although at first, they can seem complicated to sort out, there is a simple process…