Expat Retirement Investing: Best Options for Income and Growth
The best investments for retiring expats include globally diversified equity funds, high-quality bonds, cash reserves, dividend-paying stocks, income annui…
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Insights on wealth structuring, investing and life abroad for expats & high-net-worth individuals.
How Do Bridging Loan Notes Work? A Guide
Bridging loan notes provide short-term financing for property transactions, business acquisitions and other funding needs that require capital before longe…
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Italy's Proposed 26% Exit Tax: What It Means for Rich Expats and Investors
Italy’s 26% exit tax proposal would impose tax on unrealized capital gains from certain financial assets when qualifying individuals transfer their tax res…
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Greece Golden Visa: 15% Property Transfer Tax Plan & What It Means for New Investors
Greece is proposing to raise its property transfer tax from 3% to 15% for certain foreign property buyers from July 1, 2027, potentially increasing the cos…
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Market and Investment Outlook 2027: What Could Catch Investors Off Guard?
The 2027 market and investment outlook points to moderate global economic growth, easing inflation and continued opportunities in equities, bonds and alter…
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Best Investments for Expats Who Want to Avoid Property
Broad global equity ETFs, high-quality bonds and accessible savings are practical alternatives for expats who want to build wealth without buying property.…
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Best Investments for Expats with $500,000 or More
For expats with $500,000 or more, a practical starting point is a diversified portfolio of global equities, high-quality bonds and accessible cash, with th…
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10 Questions to Ask an Expat Financial Advisor Before Investing
Before investing with an expat financial advisor, ask questions that reveal what you will be signing, paying for and able to change later. An adviser can e…
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I was sold a structured note by my private bank. Now what?
Being sold a structured note by a private bank does not necessarily mean you made a bad investment. However, you need to understand what determines your re…
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Why Guaranteed Returns Can Be a Trap for Expats
Guaranteed returns can become a trap for expats when an investment promises predictable growth but comes with high fees, withdrawal penalties or conditions…
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