Expat financial advice from the experts
Expat Returning – The last thing on an expat’s mind is the homeward bound If life overseas is idyllic then the last thing on an expat returning mind is the prospect of being homeward bound and moving back to their home country. But the reality is that sometimes a permanent or temporary return is necessary. For some […]
Managing Expat Wealth: In 2015 George Osborne’s pension freedoms created a dash for cash by retirees. The public might want to focus their attention on the tail-end of his changes – the ability to cascade cash down the generations to manage their expat wealth. The ‘Fifties generation (BIFs) The post-war demographic boom that created the […]
If you’re one of the British expats living in an EU country you’re likely wondering how Brexit will affect you .What financial preparations you should make ahead of Britain leaving the EU. This is especially for anyone planning on applying for dual citizenship in the country in which they are currently living . Also to ensure […]
Making the decision to hire a expat financial adviser can be difficult. It’s not always easy to know exactly what a expat financial adviser is, and what they can do for you. Even more difficult to know is how they can save you money, and whether they will prove to be a good investment. There […]
Expat relocation Financial Advice Moving abroad is hugely exciting, which is probably why around one in 10 Britons now live overseas. The downside is that it comes with a whole host of complications. Monetary implications are amongst them. Before you can really get your new life off to a successful start you need Expat relocation […]
A recent article published in The Olive Press, Spain’s premier expat newspaper, has revealed that British expats are facing unmatched financial stress in the wake of this summer’s historic Brexit vote. According to the story on The Olive Press, expats living in Spain, France and Portugal, as well as elsewhere in Europe, on a fixed […]
Although taking out car or health insurance may be law in the country you’ve moved to, this might not be the case with expat life insurance. However, its importance should not be overlooked; having the right policy will give you peace of mind that should the worst happen, your family will be financially secure. Here’s […]
The recent changes to the legal rules on entry and stay of foreign nationals in Portugal have introduced, among other changes, a mechanism that allows foreign nationals to obtain a Portuguese residence permit, the Golden Visa, if they make certain investments in the country. Golden Visa – General Principles With the introduction of this mechanism it is […]
There is much uncertainty for British expats in Spain. Many expats invest their hard earned money for growth and or income, but what about the tax that needs to be paid? The Automatic Exchange of Information (AEOI) rules have made the need for financial planning and advice on avoiding Spanish tax and investing in Spain crucial. […]
Whether your decision to move abroad was based on work commitments, or for the positive impact it has or will have on your living arrangements and surroundings, there are a few things to think about when considering your expat financial plan. Having an expat financial plan is key in utilising your disposable income. With the […]
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