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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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

High Net Worth Individuals

Posted by Ryan Frost | Apr 16, 2018

High Net Worth Individuals – Investing, Management and Pensions

Investing High Net Worth individuals High Net Worth Individual (HNWI) is a term used in the financial services industry to designate persons whose investible assets (such as stocks and bonds)

expats in Italy

Posted by Maddie Sierra | Apr 13, 2018

What does the 2018 Italian election mean for expats?

The 5 Star Movement has made huge gains in the most recent election held in Italy on 4th March 2018. With just over 32% of the vote they are the

discretionary fund management

Posted by Ryan Frost | Apr 12, 2018

Discretionary Fund Management

A Discretionary Fund Manager is an investment specialist, traditionally a stock broker or wealth manager, who is employed by a client in conjunction with their Independent Financial Adviser to run

Spanish Growth

Posted by Ryan Frost | Apr 10, 2018

Spanish Growth 2018 – What this means for expats

Spain – growth forecast increase, unemployment forecast decrease Spanish growth forecast increase and unemployment forecast decrease. How will this affect you and what to look for as an expat working?

Saudi Aramco

Posted by Ryan Frost | Mar 28, 2018

Saudi Aramco IPO

The proposal to sell shares in Saudi Aramco, the world’s biggest oil company, stunned the financial markets last year. Muhammad bin Salman, now Saudi Arabia’s crown prince, promised that it

General Electric

Posted by Ryan Frost | Mar 27, 2018

General Electric Co Pension Plan

Are you currently in receipt of a General Electric Co pension plan? Are you aware of the current problems and why are they a concern? What options are available to

capita Pension

Posted by Ryan Frost | Mar 27, 2018

Expat Investment Platform

Many expatriates that have now moved abroad to start either a new life or simply just retire are considering their investments or assets within the UK. With the focus on

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