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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Insights on wealth structuring, investing and life abroad for expats & high-net-worth individuals.
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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Life Insurance for UK Inheritance Tax: How to Keep It Outside Your Estate
Life insurance can help cover a UK inheritance tax (IHT) bill by providing beneficiaries with a lump sum when the policyholder dies. Writing the policy in …
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Sierra Leone Enterprise Citizenship: How Does It Compare With Other CBI Routes?
Sierra Leone Enterprise Citizenship is designed for two applicants applying together, offering a combined headline cost of US$165,000, including the shared…
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Which Firms Help Expats Plan Inheritance?
Expats planning inheritance across multiple countries can seek help from international private client law firms, estate and tax specialists, and cross-bord…
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7 Mistakes UK Leavers Make With Pensions
The most common pension mistakes UK leavers make include overlooking tax obligations, making unsuitable transfers or withdrawals, and underestimating curre…
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