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Expat financial advice from the experts

capita Pension

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 this letter. Why the Concern? Expats who hold a Defined Benefit policy with Capita will have been issued a letter to state the retirement benefit […]

purchasing property in the UAE

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, purchasing property in the UAE is now relatively straightforward, provided that you have the finance. Requirements The UEA government has a 6-month visa for property […]

Guardian Wealth Management

Guardian Wealth Management Qatar GWMQ

Qatar Financial Centre Regulatory Authority (QFC) has fined Guardian Wealth Management Qatar an amount of USD1 million plus costs for regulatory breaches. In a statement, the QFC said that fines were imposed on the firm’s Qatar operation for “contraventions to anti-money laundering/combating the financing of terrorism,” with additional penalties for “general regulatory contraventions.” According to […]


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 Electricity Act (2003) as a successor of the Tamil Nadu Electricity Board. It is the largest State Electricity Board in the country in terms of […]

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 also allow you to discover different nations, their lifestyles and enjoy an unparalleled quality of life. Asian countries such as Thailand, Philippines, Indonesia and Burma […]


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 remain in Australia. Certain requirements are needed for Australian expats now living offshore. The Australian government prevents superannuation’s from being transferred outside of the Australia. […]

Expats working in Oman

Expats working in Oman

Oman, officially the Sultanate of Oman, is an Arab country on the south eastern coast of the Arabian Peninsula in Western Asia. Holding a strategically important position at the mouth of the Persian Gulf, the country shares land borders with the United Arab Emirates to the northwest, Saudi Arabia to the west, and Yemen to […]

High Net Worth Individuals

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) exceed a given amount. Typically, these individuals are defined as holding financial assets (excluding their primary residence) with a value greater than US$1 million. Year […]

discretionary fund management

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 the investment portfolio on a day to day basis on their behalf. Discretionary investment management offers a number of benefits to clients. It frees them […]

Spanish Growth

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? Spanish Growth Forecast Increase The Bank of Spain revised its forecast of growth of the Gross Domestic Product of the country for 2018. It’s set […]