Expat Financial Advice Articles

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

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We work efficiently for our clients, adding value wherever we can by being pro-active, and making the most of our expertise by recognising and utilising the simplest, most effective financial planning solutions..

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Collective Redemption Bond

Posted by Ryan Frost | Aug 31, 2017

OMI ‘Collective Investment Bond’ (CIB)

The Collective Investment Bond is a whole of life offshore bond with no fixed term. It is exempt for income and capital gains tax since the bond is provided by

savings bond

Posted by Ryan Frost | Aug 31, 2017

Friends Provident Reserve Bond

Friends Provident Reserve Bond A Friends Provident Reserve Bond is an effective tool for meeting the complex tax needs of each individual client.  Available throughout the world, the Friends Provident International

Posted by Ryan Frost | Aug 31, 2017

Friends Provident International Premier Advance Savings Plan

The Premier Advance Savings Plan is a policy which allows you to save an agreed amount on a regular basis, for a pre-agreed number of years. Key Features: Save on

Generali Vision

Posted by Ryan Frost | Aug 31, 2017

Generali International Professional Portfolio Bond (PPB)

Generali PPB Portfolio Bond The Generali PPB Portfolio Bond offered through Generali International is a tax-effective, time-saving bond which can be held in various different currencies. Key Features: Tax efficient:

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

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