Expat Financial Advice Articles

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

What we're about…

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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capital investment

Posted by Ryan Frost | Aug 31, 2017

Hansard Capital Investment Bond

An ‘Investment Bond’ is a united-linked contract available for saving and growing assets. The bond can be single or joint and passed down through the family. Key Features: Tax efficient

PIMS

Posted by Ryan Frost | Aug 31, 2017

RL360 Personal Investment Management Service (PIMS)

RL360 PIMS Investment Management Service RL360’s ‘PIMS’ is an offshore savings policy, in the Isle of Man. This location allows for efficient tax planning and strong fiscal growth. PIMS Key

QROP expensive

Posted by Ryan Frost | Aug 30, 2017

Spanish Property Versus Portfolio Investments

Considering investing in foreign property? Here’s what you should know…. In the year 2000 to 2007 the Spanish property market grew quicker than expected with house prices rising as much

Posted by Ryan Frost | Aug 29, 2017

OMI ‘Executive Investment Bond’ (EIB)

The Old Mutual EIB Executive Bond from Old Mutual International (OMI) a medium to long term investment bond which lets you access funds regularly and easily, invest in a wide range of

setting up business abroad

Posted by Ryan Frost | Aug 28, 2017

Succeeding in business abroad

Want to set-up overseas? Here’s our business abroad checklist… While many British citizens become expats in order to enjoy their retirement abroad, others leave the UK for more entrepreneurial reasons.

Should I transfer to a QROPS

Posted by David Naughton | Aug 16, 2017

Should I transfer to a QROPS?

Should I transfer to a QROPS? When you’re an expat, finances can (and invariably do) get complicated. In today’s article, we’re going to identify when expats should be considering a

moving abroad with family

Posted by Ryan Frost | Aug 15, 2017

Best countries to move to with a family

Moving abroad with your family? Here’s what you need to know.  The world is your oyster when you are young, free and single but moving aboard when you have children

Thrill seeking Nice

Posted by Ryan Frost | Aug 14, 2017

Nice: the perfect base for adrenaline junkies

Adrenaline Junkie? Here’s your guide to thrill seeking in the South of France. When you think about Nice, thrill seeking might not spring immediately to mind. But with the ski

students abroad

Posted by Ryan Frost | Aug 11, 2017

Studying, working and living abroad for graduates

Students abroad… here’s everything you need to know. Taking the decision to study and then work abroad can be exciting, fulfilling and a great way to explore other cultures; but

expat pensions

Posted by Ryan Frost | Aug 11, 2017

Retiring abroad? What happens to assets when you’re gone?

You can’t take it with you, so what happens to your assets once you’ve passed? There are a lot of great reasons to move to your dream location when you

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