What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »Expat Financial Advice Articles
Our team regularly puts together blog posts about the current market situation or relevant topics.
What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »
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…
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…
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:…
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…
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…
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…
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.…
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…