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…

Muslim Expats – Pension & Investment Funds Muslim expats leaving the UK with accumulated wealth or UK pensions have options to invest into Shariah/Islamic compliant funds. Islam is the second…

British retiring abroad for the sun  Every year, thousands of British retiring abroad, heading for the sun to settle in places like Spain, Portugal and Thailand. It’s believed as many as 2…

Canada Expat Financial Advice If you are living and working in Canada there are different expat financial wealth management services for you. These range from investment management, traditional lending to…

With Brexit uncertainty and a range of options available, Final Salary Pensions can be a source of concern and confusion. For expats, however, there are opportunities on offer. Final Salary…

Many UK expats are unaware that their estate could be liable to UK Inheritance Tax (IHT). Over many years of dealing with expats it comes a massive shock that the…

Expat Spanish taxation is a very complicated affair and there are potentially severe fines and penalties for anybody who fails to declare and pay the correct tax in Spain. Expats…

Is the time right to transfer? If you are considering either “if” or “when” you should transfer your final salary pension into a more flexible scheme and take advantage of…

‘I’ll do it next year’ – common misconceptions about expat financial planning Even in a post-Brexit world, the attractions of an expat lifestyle are attractive.  We dream of warmer weather,…

Common Financial Advice problems experienced by Expats According to a recent study, as many as three quarters of expats agreed that controlling their finances had become more difficult after moving…