Margin Loan vs SBLOC: What's the Difference?
An SBLOC is generally used to access cash for personal or business expenses, while a margin loan is primarily designed to finance additional investments. S…
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Insights on wealth structuring, investing and life abroad for expats & high-net-worth individuals.
Cayman Islands STAR Trusts: Features, Uses, Pros and Cons
A STAR trust is a specialised trust under Cayman Islands law that can be created for named beneficiaries, specific purposes, or a combination of both. Unli…
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Holding Crypto in a Private Placement Life Insurance: How It Works
Cryptocurrency can be held in a Private Placement Life Insurance (PPLI) policy if the insurer, policy structure, and applicable regulations allow digital a…
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Special Tax Regimes in Europe: A Guide for Expats & HNWIs
Special tax regimes in Europe are government-approved tax programs that provide qualifying individuals with reduced taxes, exemptions, or other tax incenti…
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Best Investments for Expats: A Guide to Expat Investing Abroad
For many expats, the best investments are globally diversified funds or ETFs, supported by bonds, cash, property, retirement investments, or alternatives b…
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What Foreign Investors Should Know in Thailand
Foreign investors in Thailand need to know the country's rules on property ownership, foreign business participation, taxation, and investment regulations …
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Cross-Border Investing for Expats: How to Invest Across Multiple Countries
Cross-border investing for expats is about making sure your investments still work when your country changes. An investment can be suitable while you live …
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The Financial Reality Many Expats Don't See Coming
You may already be financially behind your peers back home without realizing it. And if you spend years abroad without correcting the gap, you could reach …
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Retirement Withdrawal Strategies for Expats: 8 Ways to Turn Savings Into Income
The 4% rule and bucket strategy are two ways expats can turn retirement savings into income, but neither solves the whole problem. Retirement abroad adds c…
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How Does Expat Investment Advice Work in Malaysia?
For expatriates living in Malaysia, investment advisory services begin with understanding how their financial circumstances fit within Malaysia's regulator…
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