Planificación de la sucesión de empresas en Australia
Succession planning in Australia is the structured process of transferring business ownership and leadership while protecting legal, financial, and operational continuity. It ensures a company can continue functioning smoothly when founders retire, exit, or pass control, and is shaped by Australian corporate, tax, and governance rules. This article covers: Key Takeaways: My contact details are […]
Bendura Bank Liechtenstein Reseña
Bendura Bank is a specialist wealth management firm targeting clients who want capital preservation, discretion, and custom private banking, but limited for anyone looking for everyday banking or broad public access. Bendura does not offer standard retail checking accounts or consumer banking products. Its services focus on asset management, structured lending, and issuer services, among […]
Aditum Focus Structured Loan Fund SPC Review
Focus Structured Loan Fund SPC Segregated Portfolio No.1 is an alternative investment fund domiciled in the Cayman Islands, offering exposure to private loans secured against UK real estate. While it targets regular income for investors through short-term, bridge, and development loans, it carries risks typical of private credit and real estate markets. This article covers: […]
Woodville Litigation Funding Payment Delays: Bonds and Loan Notes Affected
Investors, particularly non-UK residents, should note that repayment delays have affected Woodville’s bonds and loan notes. We have also heard reports that certain coupon payments may have been delayed. In particular, repayment of the Woodville 2025 bond has been delayed beyond the original target date of 23 January 2026. According to Woodville, whilst the funding […]
Los 10 mejores asesores financieros para inversores expatriados
Los mejores asesores financieros para expatriados en 2026 son profesionales y empresas con experiencia demostrada, conocimiento de la normativa y capacidad para gestionar inversiones, coordinación fiscal y planificación a largo plazo en varios países. Notas de transparencia: Esta lista incluye a Adam Fayed debido al interés sostenido de los lectores por los modelos de asesoramiento centrados en los expatriados. La lista no es una clasificación y refleja [...]
Adam Fayed anuncia que la licencia de Mauricio será regulada por la FSC
El empresario británico Adam Fayed, que se dedica principalmente a ayudar a expatriados y personas con grandes patrimonios, ha anunciado que una entidad financiada por él ha obtenido una Licencia Comercial Global. La entidad obtuvo la licencia a finales de 2025 y comenzará a operar en 2026. Estará autorizada en Mauricio y regulada por la FSC.
Liquidación de Katch Litigation Fund: Por qué el capital está revalorizando el riesgo en los litigios de consumo
The decision by Katch Fund Solutions to place its litigation fund into liquidation has been widely reported as a reaction to delayed motor finance claims. But the implications go far beyond one fund or one category of cases. Katch has reportedly decided to wind down its consumer litigation fund due to prolonged delays in motor […]
Los mejores gestores de patrimonios para extranjeros: Opciones alternativas
The best wealth managers for expats in 2026 are firms and advisors with proven experience in international investing, cross-jurisdiction tax planning, regulatory compliance, and serving clients living overseas. This list highlights expat-relevant wealth managers and advisory firms selected based on: For transparency, our list includes Adam Fayed, who works in conjunction with fully licensed partners […]
Inversión ética frente a lavado verde: ¿son legítimas las inversiones ESG?
ESG investments aim to align capital with values, but many funds labeled ethical or sustainable may still support harmful practices. Understanding how ESG works and when it can mask poor behavior is essential for investors seeking truly responsible portfolios. This article covers: Key Takeaways: My contact details are hello@adamfayed.com and WhatsApp +44-7393-450-837 if you have […]
Liechtenstein Zombie Trust Apocalipsis Explicado: Causas, Riesgos e Impacto para el Inversor Offshore
A Liechtenstein zombie trust is a legally valid offshore trust that has become non-functional because its trustee has resigned and no replacement is willing to act, leaving assets effectively frozen. This issue has escalated into a broader zombie trust crisis, primarily affecting Liechtenstein-based trusts linked to sanctioned or high-risk jurisdictions. As trustees withdraw to avoid […]
Privacy Coins Explained: A Guide for Investors and Crypto Users
Privacy coins are at the helm of digital privacy and regulatory oversight debate. They offer enhanced anonymity in financial deals, raising important questions for investors, regulators, and exchanges. While their technology promises discretion and security, their legal status and adoption vary across jurisdictions, creating a complex landscape for anyone looking to understand or invest in […]
Crypto-Asset Reporting Framework (CARF): Non-CARF Countries Guide
Only a handful of countries, including India and Vietnam, are not yet participating in CARF, making country selection increasingly important for crypto investors. The Crypto-Asset Reporting Framework (CARF) is an international initiative designed to improve reporting and compliance of crypto-asset holdings across jurisdictions. For expats, investors, and financial institutions, understanding CARF and which countries participate—or […]
Asesor financiero para inversiones generadoras de ingresos para expatriados
A financial advisor helping expats with income-generating investments focuses on creating stable, globally diversified income streams that support your lifestyle abroad while keeping overseas risks under control. Expats often earn in one currency, spend in another, and face unfamiliar tax rules while aiming for consistent income rather than growth alone. We provide custom strategies for […]
Income Options for Expats and High-Net-Worth Individuals
Expats and high-net-worth individuals have several income options than just cash and government bonds. Modern portfolios mix dividend-paying global stocks, income-focused funds and ETFs, and high-quality corporate or emerging-market bonds. In addition, many investors add real estate, REITs, private credit, structured notes, and multi-asset income solutions for diversification. HNWIs and expats face a unique challenge: […]
How the UK Budget Will Impact Expats
Offshoring assets will become more attractive. Rachel Reeves announced tax increases in her recent budget. Perhaps unsurprising when she wrote a book titled The Women Who Made Modern Economics, in which she praised Joan Robinson. Joan Robinson praised the brutal communist leader Mao Zedong and the even more brutish North Korean regime in her book “Korean […]
¿Son los bonos extraterritoriales una buena inversión?
Offshore bonds offer tax-deferral, flexible withdrawal options, and estate planning benefits. They are investment wrappers issued outside an investor’s home country, typically via life-insurance style contracts. This article explores: Key Takeaways: My contact details are hello@adamfayed.com and WhatsApp +44-7393-450-837 if you have any questions. The information in this article is for general guidance only. It […]
UK Tax Benefits of Offshore Bonds (And Cons to Watch Out For)
Offshore bonds give UK residents and returning expats powerful tax benefits by allowing investment growth to roll up tax-deferred and enabling 5% tax-advantaged withdrawals. They also offer strategic options for gifting, trusts, and inheritance tax planning. This article covers: Key Takeaways: My contact details are hello@adamfayed.com and WhatsApp +44-7393-450-837 if you have any questions. The […]
Will and Estate Planning in Spain for Expats
Estate planning in Spain is more complex than in many other European countries because of forced heirship rules, regional tax differences, and separate inheritance laws for non-residents. Having a Spanish will and a clear cross-border plan reduces tax and prevents family disputes. This article explores: Key Takeaways: My contact details are hello@adamfayed.com and WhatsApp +44-7393-450-837 […]
Cartera 50/30/20 vs 60/40: ¿Qué asignación de activos es mejor?
La regla 50/30/20 para la asignación de activos ofrece una mejor diversificación, protección frente a las caídas y rentabilidad ajustada al riesgo que una cartera tradicional 60/40. Al reducir ligeramente la renta variable, mantener una sólida base de renta fija y añadir alternativas como pagarés estructurados, bienes inmuebles o crédito privado, esta estrategia equilibra el crecimiento con la defensa. La forma de dividir su cartera puede influir significativamente en la rentabilidad, el riesgo [...]
Fiscalidad mundial y estructuras más inteligentes: Lo que dice Mark Morris, asesor de la OCDE, sobre FATCA, CRS y CARF
Adam habló recientemente con Mark Morris, que ha asesorado a la OCDE (Organización de Cooperación y Desarrollo Económicos) y a los parlamentos alemán y de la UE, entre otras muchas organizaciones mundiales. En este vídeo de Youtube, Mark compartió ideas sobre: La conversación abarca temas muy técnicos y especializados. Si cree que podría beneficiarse de un asesoramiento fiscal o de estructuración personalizado [...]
Invertir Offshore desde EEUU: Guía de cuentas, opciones y banca
La inversión extraterritorial desde Estados Unidos permite a los inversores diversificar sus carteras, acceder a los mercados internacionales y optimizar potencialmente sus rendimientos. Entre las opciones de inversión offshore más populares se encuentran los fondos de inversión offshore, los bonos de inversión offshore y otros vehículos financieros globales. En esta guía, respondemos a las preguntas más comunes que los inversores estadounidenses tienen sobre la inversión offshore, el movimiento de dinero y la gestión de cuentas offshore: Mi [...]
