Expat Financial Advice Articles

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

What we're about…

Working Smart

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..

Read more »

Posted by Ryan Frost | Jun 15, 2018

Do you hold a Liberty SIPP?

Liberty SIPP First of all, if you are a Liberty SIPP holder then you will have been well aware of the negative press they have been receiving. Indeed, while the

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,

TNEB

Posted by Ryan Frost | May 03, 2018

Tamil Nadu Electricity Board – TNEB Pension

Tamil Nadu Electricity Board TNEB, is a power generation and distribution company owned by Government of Tamil Nadu. It was created as a regulated monopoly under section 131 of the

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

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

One of our expert financial advisers will aim to get back to you within 12-24 hours.

x