Advice Articles

Expat financial advice from the experts

Investment advisor in Japan

Investment Advisor in Japan – Know what they can offer

Being an expat in the beautiful and exciting country of Japan presents both opportunities and challenges. On one side, you have the modern and buzzing vibe of cities like Tokyo.  On the other side, you have more historical and traditional countryside places like Takayama. Navigating through a move whether for family or work reasons can […]

financial consultant romania

Finding a Financial consultant in Romania

Are you an expat retiree in Romania or are you thinking of moving for work? You might not know this but Romania has started welcoming a broad and diverse expat community for various reasons. Having the right support in place is crucial for a smooth transition. An international financial adviser or a financial consultant in […]

Investment advisor UAE

Looking for an Investment advisor UAE

Do you live in the UAE and are you looking for an investment advisor? If so, there are a number of factors you should consider. Hundreds of thousands of expats move to the UAE every year with the lure of tax-free income, high wages and endless sun. As there are no official pension schemes with […]

financial adviser in Italy

Finding an investment adviser in Italy

Moving to Italy might have become one of the top choices for expats, especially for high net worth individuals. This seems to be the case since the introduction of the Flat Tax System in 2017. An investment adviser who is dealing with expats in Italy can advise you on the financial impact your move to […]

Financial Advice for Expats in Africa

Financial Advice for Expats in Africa

Ah Africa! With 15% of the world’s population, it is the most valuable region in the world in terms of under and above ground resources. It has 8% of the world’s natural gas reserves; 45 countries on the continent have oil reserves. It also harbours 57% of the world’s cobalt, 49% of its manganese, 47% […]

UK Pension transfer to Ireland

UK pension transfer to Ireland – What to consider

As we wait and see how Brexit will unfold, there is a lot of uncertainty and worry at the moment of what will happen next. Any expats who have left the UK and returned to Ireland wonder if they should look into a UK pension transfer to Ireland. Your unique position as an expat If […]

Closed book bonds

‘Closed Book’ Insurance & Investment Bonds

‘Closed Book’ bonds, what are they? Quite simply, they are Insurance & Investment policies that are now closed to new business and are no longer sold. However, they still remain on the books of the life insurance provider as premium-paying policies. Closed book business has become a major issue in the insurance industry. Indeed, contracts […]

Expat Pension Sharing Order for UK Company Pensions

Expat Pension Sharing Order for UK Company Pensions

Expat Pension Sharing Order for UK Company Pensions Pension sharing order for UK company pensions has become more and more common in recent times. The process itself is not overly complex and there are a number of companies in the UK, who can assist with this. The issue arises when you are no longer a […]

ford uk pension scheme

Do you have a Ford UK Pension?

Do you hold a Ford UK pension? If you are part of the Ford UK Pension scheme then it is likely you have received a newsletter from the Ford UK Pensions trustees informing you of the new choice being offered regarding transferring the benefits. Ford has recently announced that they are going to offer the […]

brooklands sipp

Do you hold a Brooklands SIPP?

Brooklands SIPP First of all, if you are a Brooklands SIPP holder then you will have been well aware of the negative press they have been receiving. Indeed, while the name Brooklands SIPP has become synonymous with misselling of SIPP’s. As a result, the FSCS (Financial Services Compensation Scheme) is paying out to clients who invested in their […]