Pensions Coming Into UK Inheritance Tax From April 2027: What Expats Should Do
From April 6, 2027, most unused pension funds and pension death benefits will be included in the UK inheritance tax (IHT) calculation, potentially increasi…
Read more →blog
Insights on wealth structuring, investing and life abroad for expats & high-net-worth individuals.
Financial Advisor in the Philippines for Expats: Which Firms Can Help?
An expat financial advisor in the Philippines helps foreign residents manage investments, retirement income, and wealth across borders. The right adviser c…
Read more →
Hong Kong vs Singapore: Which Is the Better Base for Wealthy Expats?
Singapore and Hong Kong are two of Asia’s leading destinations for wealthy expats, but Singapore is often better suited to families seeking a base for Sout…
Read more →
Financial Advisor in Pattaya for Expats: Investment and Retirement Advice
An expat financial advisor in Pattaya can help retirees determine how to combine overseas pension payments, investment withdrawals, and savings to cover li…
Read more →
Financial Advisor in Bangkok for Expats: How to Find the Right Advice
An expat financial advisor in Bangkok could be a local specialist such as Client-Centered or Richard Knight, a Thai private bank such as Bangkok Bank Priva…
Read more →
Which Firms Help Expats With Cross-Border Tax Planning?
Expats can find cross-border tax planning support from international tax advisory firms, specialist expat tax providers, global mobility advisers, and priv…
Read more →
Which Firms Help Expats With Offshore Investment Planning?
Firms that help expats with offshore investment planning include Adam Fayed, HSBC Global Private Banking, Swissquote, and International Asset Management (I…
Read more →
My portfolio or circumstances have changed. Should I rebalance now, wait, or change the target allocation first?
Rebalance when your investments have moved beyond their agreed allocation limits and the target still suits your financial plan. If your circumstances have…
Read more →
French Election Risks: Why Government Bonds Can Lose Value
France’s approaching presidential election is a reminder that government bonds can carry more risk than their reputation suggests. When election promises r…
Read more →
How to Choose Expat Life Insurance: Finding the Right Policy
Choosing international life insurance for expats abroad requires checking the amount of coverage needed, the countries where the policy remains valid, the …
Read more →