Advice Articles

Expat financial advice from the experts

move to portugal

Financial Advice for expats in Portugal

Moving abroad? Consider Portugal. So, other than a high quality health system, easy accessibility to the rest of the world and 3300 hours of sunshine a year! What other reason do expats in Portugal have for the move? How about the Portuguese Non-Habitual Tax Resident scheme (NHR)? What is NHR? The NHR is a Portuguese tax regime […]

Capita Oak

Pension Sharing Order for a QROPS

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? […]

Nortel pension

Do you hold a Nortel pension?

Do you hold a Nortel pension? If you are part of the Nortel pension scheme then it is likely you have recently received a letter from Nortel UK Pensions. The message from the Nortel Pension Trustees informs you about your defined benefits pension and the options available. Nortel Networks Background Nortel filed for bankruptcy protection […]

Generali Vision

The Generali Vision Scandal – How Unhappy are you?

The Generali Vision… Your Offshore Pension Plan. Your Offshore ISA. The key to your education planning. Thousands and thousands of these policies have been sold to expats in the last decade or so, and if managed correctly (we cannot emphasise strongly enough how important the help of quality financial advice is in this regard) they can […]

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 […]

Africa for expats

Nigeria or South Africa? Which is best for expats?

Africa for expats,  Nigeria or South Africa? Here’s what you should know before making a decision… Not only is Africa rich with culture and history it has, as a whole, has seen impressive economic growth and advances in political stability in recent years. Making Africa for expats an ideal place to explore opportunity. But, when it […]

getting an italian visa, moving to italy

Moving to Italy for work? What you need to know

Italy is a beautiful place, so why not move there? If you’ve had an enjoyable holiday in Italy, you might be considering moving to Italy start a new life there. Although this is an exciting prospect, the immigration process to Italy is quite complicated. To ensure that all goes smoothly for you it’s recommended that […]

expat teachers

Retirement Plans for Expat Teachers

Retirement planning for expat teachers Retirement planning for expat teachers has always been something of a minefield. Whilst the joys of travelling the world teaching to a multicultural diverse group of young people can be great, there are many difficult factors to navigate. An expatriate will have to consider currency, country jurisdictions, ability to withdraw […]

Moving to Oman

Why Oman? Healthcare, Jobs, Lifestyle, Schools.

What you need to know about moving to Oman… For many Moving to Oman is not the first thing that springs to mind when thinking about moving abroad. But with a strong, and growing, infrastructure, job opportunities, cheap (and luxury) accommodation and good health care and schools, Oman could be the perfect destination for you […]

philippines

Expatriates Retirement Visa in the Philippines

Expatriate Retirement Options Expatriate’s now retiring in the Philippines now have the option for a Special Retirement Resident Retires Visa (SRRV). The SRRV is a retirement program for the expatriate and, is issued by the Philippines Retirement Authority as part of the Bureau of Immigration. With the Philippines fast becoming an expatriate destination with most […]