Expat Financial Advice Articles

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

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Keeping it simple

We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.

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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…

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…

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