Should expats invest differently if they plan to return home?
Expats planning to return home should review their investments well before relocating, particularly if they expect to need money for housing, living expens…
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Insights on wealth structuring, investing and life abroad for expats & high-net-worth individuals.
How can high-net-worth expats protect their financial privacy?
For high-net-worth expats, financial privacy can become difficult to maintain when assets are held through companies, investment accounts and property stru…
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Portfolio Bonds and Asset Segmentation for UK expats: How does it work?
Portfolio bonds can allow British expats living abroad to hold multiple investments within a single insurance-based structure. Asset segmentation helps org…
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Civil Asset Forfeiture and What It Means for International Investors
Civil asset forfeiture allows governments to seize and permanently take ownership of property suspected of being connected to criminal activity, even when …
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France’s Proposed Crypto Exit Tax 2027: What the Rejection Means for Investors
France’s proposed crypto exit tax for 2027 was rejected by the National Assembly on October 30, 2026. The measure would have taxed unrealized cryptocurrenc…
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What is the difference between an offshore bond and a personal portfolio bond?
An offshore bond is an insurance-based investment wrapper issued outside the UK, while a personal portfolio bond (PPB) is a UK tax classification that appl…
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Best Income-Generating Investments for Expats
The best income-generating investments for expats include dividend-paying stocks, bonds, REITs, rental property, fixed deposits, private credit, and annuit…
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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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