Expat Financial Advice Articles

Our team regularly puts together blog posts about the current market situation or relevant topics.

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USA expat investment advice

Posted by Ryan Frost | Jul 26, 2018

US Expat Investment Advice

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,

Posted by Ryan Frost | Jul 19, 2018

Non-Habitual Tax regime in Portugal

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

mortgages in france

Posted by Ryan Frost | Jun 19, 2018

Obtaining a Mortgage in France or Monaco

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

Posted by Ryan Frost | Jun 15, 2018

Do you hold a Liberty SIPP?

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

capita Pension

Posted by Ryan Frost | Jun 12, 2018

Capita Pension | Capita Defined Benefit pensions

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

Financial advice Fees

Posted by Ryan Frost | Jun 12, 2018

Graham Bentley: Equity income the only game in town for pension portfolios (Via Money Marketing)

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”

draw-down

Posted by Ryan Frost | Jun 07, 2018

Pensioners risk draining their savings

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

purchasing property in the UAE

Posted by Ryan Frost | Jun 05, 2018

Purchasing property in the UAE

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,

Moving to Oman

Posted by Maddie Sierra | May 02, 2018

Mortgages for expats in the Middle East

While there are many different routes to building up a decent sized fortune, one of the oldest , and still a firm favourite for many people, is  investing in property.

Deutsche Lufthansa pension

Posted by David Naughton | Apr 30, 2018

Deutsche Lufthansa Pension

Europe has some of the worst-funded pension schemes in the world and among them are several airlines and aerospace companies. In a recent study that looked at over 9,000 global

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