Advice Articles

Expat financial advice from the experts

expat savings

Savings options for Expats – What are your options?

How to save money as an expat? Savings options for expats of every demographic! For the majority, the dream of moving abroad for work is exactly that, a dream. But for others, great weather, quality of life and substantial earnings is enough for them to make the leap. Most have great intentions to put away […]

portfolio analysis

Expat Investment Portfolio Analysis

How much are you really paying for Financial Advice? Using a financial advisor is a surefire way to increase your return on investments and subsequently, your savings and pension funds etc. But, how much are your really paying? Is it worth it? And, how much do you understand about what’s going on with your finances? […]

export

Looking to export? You may need to spend time living abroad

There’s thousands of opportunities out there, it’s your job to find them and conquer them. UK business owners are currently going through a period of great uncertainty. With the economy going through something of a rough patch, and Brexit ambiguity a constant shadow hovering above us, many businesses are more concerned with staying afloat than […]

QROP expensive

Spanish Property Versus Portfolio Investments

Considering investing in foreign property? Here’s what you should know…. In the year 2000 to 2007 the Spanish property market grew quicker than expected with house prices rising as much 200% in the period. For residents and offshore buyers this was a perfect time to purchase, however, in 2008 the property boom hit with a […]

Collective Redemption Bond

OMI ‘Executive Investment Bond’ (EIB)

The Old Mutual EIB Executive Bond from Old Mutual International (OMI) a medium to long term investment bond which lets you access funds regularly and easily, invest in a wide range of assets and take advantage of offshore bond tax benefits. Old Mutual EIB Executive Bond (EIB) Key Features: Save and grow your assets. Access to world’s […]

setting up business abroad

Succeeding in business abroad

Want to set-up overseas? Here’s our business abroad checklist… While many British citizens become expats in order to enjoy their retirement abroad, others leave the UK for more entrepreneurial reasons. Some expats yearn to start their own businesses abroad, thereby generating money that they can use to enjoy their new countries. If you’re one of […]

Should I transfer to a QROPS

Should I transfer to a QROPS?

Should I transfer to a QROPS? When you’re an expat, finances can (and invariably do) get complicated. In today’s article, we’re going to identify when expats should be considering a QROPS – and perhaps crucially, answer the question ‘Should I consider a QROPS transfer’? Let’s set an example: take a person aged in their mid-fifties […]

moving abroad with family

Best countries to move to with a family

Moving abroad with your family? Here’s what you need to know.  The world is your oyster when you are young, free and single but moving aboard when you have children to consider, takes a great deal more thought and planning. Apart from the question of uprooting them against their will and assimilating them into a […]

students abroad

Studying, working and living abroad for graduates

Students abroad… here’s everything you need to know. Taking the decision to study and then work abroad can be exciting, fulfilling and a great way to explore other cultures; but it can also be difficult and many students drop out before completing their course. Challenges abound; how do you cope with a totally different language […]