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…
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Insights on wealth structuring, investing and life abroad for expats & high-net-worth individuals.
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: What is crypto a…
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Monetary Metals Review
This Monetary Metals review will give a background on the company, what investment opportunities they offer, advantages and disadvantages, etc. Monetary Me…
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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…
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What are external asset managers?
This post will define what are external asset managers, what they do, and how they differ from family office and independent asset managers. For better cla…
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What are the criteria for QNUPS?
QNUPS are especially attractive to foreigners and UK citizens who want to handle their retirement assets in a way that minimizes their tax liability. With …
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What is the difference between QROPS and QNUPS?
This post will mainly discuss the difference between QROPS and QNUPS, as well as what they cover. Qualifying Recognised Overseas Pension Schemes and Qualif…
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What is Qualifying Recognised Overseas Pensions Scheme?
This post will detail what is Qualifying Recognised Overseas Pensions Scheme. A QROPS is one that satisfies particular standards established by the UK’s HM…
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Own Gold Review
This Own Gold review will look into the products and services of the gold investment firm, how to invest, as well as what the advantages and disadvantages …
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Tokio Marine Products Review
This post will talk about Tokio Marine products. We’ll look into why they might be good for some people but why in most cases not ideal for expats and high…
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