Expat Financial Advice Articles

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

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Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.

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Posted by Ryan Frost | Apr 27, 2018

Asia still draws in Expatriates

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

Capita Oak

Posted by Ryan Frost | Apr 25, 2018

Pension Sharing Order for a QROPS

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

superannuation

Posted by Ryan Frost | Apr 25, 2018

Superannuation – Australian Expats

With Australia having very close neighbours with countries of natural beauty, its comes as no surprise that many choose to retire elsewhere. However, whilst many retire abroad, some assets still

Expats working in Oman

Posted by Ryan Frost | Apr 19, 2018

Expats working in Oman

Oman, officially the Sultanate of Oman, is an Arab country on the south eastern coast of the Arabian Peninsula in Western Asia. Holding a strategically important position at the mouth

Expats rights after Brexit

Posted by Ryan Frost | Apr 17, 2018

Expats’ rights after Brexit (Via The Guardian)

Lisa O’Carroll reports on British nationals grilling the British ambassador in France (12 April). We had a similar meeting in Estonia last year. Although the atmosphere was a little less hostile than

High Net Worth Individuals

Posted by Ryan Frost | Apr 16, 2018

High Net Worth Individuals – Investing, Management and Pensions

Investing High Net Worth individuals High Net Worth Individual (HNWI) is a term used in the financial services industry to designate persons whose investible assets (such as stocks and bonds)

expats in Italy

Posted by Maddie Sierra | Apr 13, 2018

What does the 2018 Italian election mean for expats?

The 5 Star Movement has made huge gains in the most recent election held in Italy on 4th March 2018. With just over 32% of the vote they are the

discretionary fund management

Posted by Ryan Frost | Apr 12, 2018

Discretionary Fund Management

A Discretionary Fund Manager is an investment specialist, traditionally a stock broker or wealth manager, who is employed by a client in conjunction with their Independent Financial Adviser to run

Frankfurt

Posted by David Naughton | Apr 11, 2018

Brexit Winners & Losers – Brexit Frankfurt

Brexit Frankfurt With a little less than a year to go before the UK formally leaves the EU, it is still very difficult to predict with any certainty, what Brexit

Spanish Growth

Posted by Ryan Frost | Apr 10, 2018

Spanish Growth 2018 – What this means for expats

Spain – growth forecast increase, unemployment forecast decrease Spanish growth forecast increase and unemployment forecast decrease. How will this affect you and what to look for as an expat working?

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