Expat financial advice from the experts
Pension Sharing Order for a QROPS Pension sharing order for QROPS is becoming increasingly common. Although at first, they can seem complicated to sort out, there is a simple process that can be followed to facilitate the court requirements. To start with let’s break down the overall position and terminology used. QROPS – What exactly is it? […]
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. […]
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 […]
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 […]
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 dominant player in the broad based centre right alliance. But what does this mean for expats in Italy? Together with the political party, “Lega”, previously […]
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 […]
Brexit Frankfurt With a little less than a year to go before the UK formally leaves the EU, it is still very difficult to predict with any certainty, what Brexit will look like and who the eventual winners & losers may be. There are, however, some areas that in recent months have become a little […]
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 […]
720 Modelo and my pension Before answering ‘what impact does the 720 Modelo have on my pension’ we are best off breaking it down. Many of our clients know about the 720 Modelo but are unsure the exact details and associated implications. So…… What is the 720 Modelo? Brought in under new legislation in 2012 […]
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 would be the biggest initial public offering (IPO) of all time, valuing Aramco at $2trn. The highly-anticipated share sale has become emblematic of Saudi Arabia’s […]
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