Alternative investments: Opportunities for UK residents and expats

Alternative investments are increasingly attracting the attention of investors; but should you be considering them? And which alternative investments offer the best opportunities for UK residents and expats? A growing number of people around the world are now considering alternative investments instead of keeping their money in their pensions. In recent months, we have heard […]

Expat Estate Planning

When you die you are likely to want to pass your estate on to your loved ones. When this happens, all you assets are likely to be hit with inheritance tax. Estate planning is the process of planning your estate to ensure that the value of your assets does not diminish unnecessarily, while also ensuring […]

Expat Financial Planning

If you’re looking to improve the way you manage your finances, follow our simple ten step guide to creating a successful financial plan. Step one: Establish your personal goals When planning your personal finances, you need to know what goals and objectives you are aiming for. Your first step to creating a financial plan should […]

Education Fee Planning

As you are no doubt aware, the best schools and universities demand the highest fees to allow your child to attend and while twenty years ago a standard university education was more affordable, the abolition of grants and the introduction of university fees, as meant that ensuring you have sufficient capital has becoming tougher. The […]

Choosing a Financial Adviser

When you move abroad, one of the questions that you will often ask yourself is “how do I ensure I’m managing my finances in the most tax efficient manner possible”. Just like in your home country, seeking professional advice from experts is vital when it comes to managing your finances to ensure that you’re on […]

Expat Financial Advisers

Expat financial advice is defined as a personal recommendation on financial matters for expats which are provided by a qualified professional, which incorporates a number of personal and economic factors. Expat financial advice is a slightly more complex area than obtaining financial advice in the UK, primarily due to the regulatory differences. However, it is also […]

Expat Currency Management

Expats of any nationality must take currency management seriously, it can save and earn you a significant amount of money if and when managed correctly. Conversely, poor currency management can be expensive and result in unnecessary charges, fees and loss of earnings. Below we explore different elements of expat currency management. If you need any […]

UK property investment as a non-UK resident

While property investing in the UK has long been an attractive, secure and profitable venture for people living abroad, the significant socio-economical changes that have occurred since the 2008 global financial crisis have made UK property investments even more attractive to overseas investors. The trend for renting property in the UK is constantly increasing, with […]