Can I keep my stocks if I leave the US?
In this post, we’ll talk about: If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, you can email me (advice@adamfayed.com) or WhatsApp (+44-7393-450-837). This includes if you are looking for alternatives or a second opinion. Some facts might change from the time of writing. For updated […]
Sovereign Group Kidnap and Ransom Insurance Review
The Sovereign Group offers kidnap and ransom insurance for individuals along with other types of insurance policies like marine yacht insurance and aviation insurance for private and corporate aircraft. These are offered through the Group’s Sovereign Insurance Services brokerage arm. Largely unnoticed, kidnap & ransom are more frequent than they appear to be. If you […]
Can I keep my stocks if I leave the UK?
Investors leaving the UK might ask: Though there are significant tax and administration implications, in principle, you can maintain your stocks if you leave the UK. Your ability to make contributions to some accounts, such as Individual Savings Account, may have ended, but you may still keep your other UK-based investments too. The ability to […]
Investing in UK funds from abroad
Investing in UK funds from abroad provides a number of ways to diversify your basket. Question is, should you take the plunge? The regulatory structure in the UK has a big impact on how international investors see the country. This has a big impact on both their choices and the country’s allure as an investment […]
Can I invest in ISA UK if living abroad?
Can I invest in ISA UK if I live abroad? Definitely. We’ll discuss that here and other relevant matters, including: This article is mainly for people living outside the UK. My contact details are hello@adamfayed.com and WhatsApp +44-7393-450-837 if you have any questions. The information in this article is for general guidance only. It does […]
What’s the cost of opening a company in Panama?
The type of business being formed and the services offered can affect the cost of opening a company in Panama. Interested in starting a business in Panama? It’s critical to know these expenses in order to plan properly. Due to its advantageous setting, legislation supportive of business, and attractive tax structure, the country has gained popularity among domestic […]
Sovereign Group Aviation Insurance Review
Sovereign Group provides specialized aviation insurance solutions for both individual and commercial aircraft. The company does it through its subsidiary Sovereign Aviation Services. The unit has offices in more than 20 countries, making it well-positioned to service clients all around the world. Owners of aircraft who operate in several regions or want covering for cross-border […]
Sovereign Group Marine Yacht Insurance Review
A crucial part of owning a boat is having marine yacht insurance, which provides specialized protection against different hazards. We’ll look into the particular offering from Sovereign Group, provided through its unit Sovereign Insurance Services. Sovereign Group also provides corporate, private client, and retirement planning services. If you are looking to invest as an expat or […]
UK Domicile of Choice Explained
A person’s legal status and tax responsibilities are largely determined by their place of residence. Individuals are permitted by UK domicile of choice to shift their permanent legal residence to another territory. My contact details are hello@adamfayed.com and WhatsApp +44-7393-450-837 if you have any questions. This article is mainly for people living outside the UK. […]
A Guide to Offshore USD Account
There are several advantages to opening an offshore USD account, particularly for people and companies who want to handle their money abroad. Documentation must be submitted, deposits must be made, and the account must be activated with an offshore bank. In this post, we’ll go through the process of setting up the offshore account in […]
Should you cash out stock options?
Can you cash out stock options? Should you? This post will address three main issues, namely: Financial contracts known as stock options give their holder the right to pick up or dispose a certain number of shares at a fixed price. However, the holder may opt not to. Your approach and risk aversion will determine whether […]
Allan Gray Offshore Investment Review
In this post, we’ll evaluate Allan Gray offshore investment to aid potential investors in knowing what the opportunity from the South Africa-based investment management company is all about. Specific discussion points include: If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, you can email me (advice@adamfayed.com) […]
StoneX Platform Review
This post will look into the StoneX platform, from its namesake parent firm, particularly the offerings available, costs, account type and setup, as well as advantages and disadvantages. Global financial services company StoneX Group Inc. links customers to over-the-counter derivatives, foreign currency, commodities, and equities, among other markets. The NASDAQ-listed company serves different customers, including […]
Where do most expats retire?
There are many deliberations that come into play for retiring abroad: affordability, quality of life, environment, healthcare options and accessibility, among other things. So, where do most expats retire? We picked these expat retirement countries mostly based on Forbes’s 2024 list of the best places to retire abroad, as well as International Living’s latest Annual […]
What is the cheapest country to retire in as an expat in 2024?
Are you looking for the cheapest country to retire in as an expat? Instead of just focusing on one particular nation, we’re including 10 among the best countries to retire cheaply, in no particular order, based on a GOBankingRates study. To determine the rankings, the study considered many aspects including average rent, serenity, medical care […]
Offshore Trusts in the Caribbean: A Guide
Affluent individuals and companies looking to safeguard their assets, maximize investments, and trim tax obligations are increasingly using offshore trusts in the Caribbean. These particular arrangements are appealing for offshore investment and offshore asset management because they provide a number of advantages. To successfully negotiate the complexity involved, it is very important to engage with specialists […]
London Richmond Investment Review
In this post, we’ll explore London Richmond investment opportunities. The company provides investments via shares and notes, especially in the real estate industry. In particular, we’ll talk about the loan notes and convertible notes options they offer. The primary objective of London Richmond is to get affordable residential homes in London and the Home Counties […]
Zephyr X Loan Notes Review
We’ll discuss two Zephyr X loan notes offering in this post: their flexi bond and Cheetam Hill loan note. Zephyr X is a developer of commercial real estate with an emphasis on healthcare, build-to-rent, and student housing. The firm invests in projects across the UK in those sectors. Every investment undergoes scrutiny to make sure […]
What is CARF? The Crypto-Asset Reporting Framework
This post will give an overview of what is CARF, its scope, reporting rules, and effectivity. I will mainly focus on three talking points: Because crypto-assets are so easy to trade internationally, tax authorities find it difficult to keep an eye on them and make sure taxes are collected on these types of transactions. If […]
Monetary Metals Review
This Monetary Metals review will give a background on the company, what investment opportunities they offer, advantages and disadvantages, etc. Monetary Metals is a platform that allows investors to earn profit on their gold and silver holdings. This works through renting the metals out to firms, which in turn use them for production. Monetary Metals […]
Foreign Earned Income Exclusion Explained
A lot of expats look into the Foreign Earned Income Exclusion as a line of support to help them keep more of their earnings. This comes in handy especially as they negotiate the challenges of living abroad. Complying with US tax rules and optimizing the advantages of this deduction depend on your understanding of the […]
