Expat Retirement Planning Firms Compared
Expat retirement planning firms offer different combinations of pension advice, international investment management, retirement income planning and cross-b…
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Insights on wealth structuring, investing and life abroad for expats & high-net-worth individuals.
Which Firms Provide Comprehensive Financial Planning for Internationally Mobile Families?
Internationally mobile families can access comprehensive financial planning through international financial advisers and wealth management firms that coord…
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Earning well in the Gulf? Nobody is saving for your retirement
Here’s how to check you’re on track, and what to do if you’re not Saudi and the wider Gulf should be some of the easiest places in the world to save. Packa…
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Which Firms Help Expat Business Owners Plan Succession for Their Business and Family Wealth?
Firms that help expat business owners plan succession for their business and family wealth include private banks such as HSBC Global Private Banking and UB…
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San Marino Elective Residency: Property and Financial Investment Routes
San Marino elective residency allows eligible foreign nationals to obtain long-term residence through a qualifying property purchase or financial investmen…
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Individual Tax Programme in Malta: New Tax Rules and How It Affects Expats
Malta’s Individual Tax Programme offers eligible expats a 15% tax rate on qualifying foreign income received in Malta, subject to eligibility conditions an…
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Woodville Administration: £8 Million Horizon Legal Link Raises Recovery Questions
Woodville Consultants' administrators are investigating £8 million advanced to Horizon Legal Limited, a subsidiary that entered administration two weeks be…
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US Senate PPLI Tax Bill: Could Existing Policies Lose Their Tax Benefits?
A US Senate bill introduced on April 13, 2026, could remove favorable federal tax treatment from certain private placement life insurance (PPLI) and privat…
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PHL Variable Faces Liquidation in 2027 as Rehabilitation Continues
PHL Variable Insurance Company is expected to enter liquidation proceedings in 2027, but it remains under court-supervised rehabilitation in Connecticut un…
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Northstar and Omnia Liquidations: What Can Policyholders Recover?
The liquidations of Northstar Financial Services Bermuda and Omnia have raised concerns over how much policyholders can recover, particularly those holding…
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