Advice Articles

Expat financial advice from the experts

Barclays SIPP

Do you have a Barclays SIPP and live Offshore?

Are you aware that Barclays is no longer servicing expats? If you hold a Barclays SIPP you may have been informed that the firm has recently made the decision to stop allowing expats to trade their SIPP. This means that for you, the expat investor, growing your pension overseas has just become a lot harder. […]

clerical medical bond

Do you hold a Clerical Medical Bond?

Clerical Medical International offshore Bonds Many investors own an International Offshore investment Bond and a number of the original providers of those Bonds have subsequently sold their ‘book’ of clients to other providers. Although a continuation of the original terms & conditions and service levels should be expected, many policyholders are not aware of those […]

expat tax in spain

Expat Tax in Spain

With Spain being one of the top destinations for expats, have you considered the tax implications that are required and, how sufficient wealth advice can help? Under the current rules, you are liable for tax in Spain on worldwide assets if you are here for 183 days or more. This still applies even if you […]

retire in Norway

Retire in Norway- The Expat Guide.

You’re coming up to retirement, or perhaps you’ve already been enjoying it for some years, but what now? What do you do when suddenly your life becomes free time? When you can start living the work free life you’ve dreamed off? You retire in Norway! The InterNations Expat Insider report of 2016 saw Norway excelling […]

British expats in Thailand

British Expats in Thailand – The Expat Guide.

Expats in Thailand You’ve spent your working life building and growing your pension pot. All those hours worked to support your family and your future should not be threatened by the insecurity of the British economy in these changing times. But what can you do? It’s time to fulfil your dreams of retiring abroad… and […]

Expat Investment Platforms

Expat Investment Platforms – is now the right time?

Expat Investment Platforms Expat investment platforms and deciding whether to use one is never an easy decision. There are so many factors to consider, it is hard for any expat investor to know where to start. Firstly, what do expat investment platforms actually bring to the table? Think of it as a one-stop shop for all your financial needs and […]

Friends provident international reserve bond

Friends Provident International Reserve Bond

Do you hold a Friends Provident International Reserve Bond? The FPI reserve Bond rightfully has one of the worst reputations around. Incredibly expensive, it was sold for years by financial advisers who were being paid out huge commissions in the process. As a result, the cost of the charges far outweigh the supposed tax benefits. Especially […]

retire early

Retire early – The Expat Guide

Retire Early… Most people spend 40 years of their lives working towards it, but how many people genuinely spend 40 years planning for it? (On average) The 40 year working life of an adult provides for the purchase of a house, the education of children, and the luxuries that you can bestow on your nearest and dearest […]

Transfer my Dutch pension

Transfer my Dutch pension

The Netherlands is frequently recognised as having one of the world’s top ranking pension systems by the Melbourne Mercer Global Pension Index. This high ranking is thanks to the diversity of the Dutch pension system’s funding sources, its accuracy in measuring costs and contributions to ensure fair distribution, and its strong regulation by the Dutch […]

Retirement Financial Advice

Retirement Financial Advice?

Retirement Financial Advice First of all when people hear the words “retirement financial advice” they immediately think of pensions, wealth management and personal finance advisers. As well as whether or not they have enough money to enjoy life once retired. Money is an important factor upon retiring, however, it is not the only aspect to […]