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Keeping it simple

We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.

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Britannia QROPS

Posted by Ryan Frost | Mar 21, 2018

Do you have a Britannia QROPS?

Britannia QROPS? If you have previously lived in New Zealand then there is a good chance you hold a Britannia QROPS. First of all,  let me make clear that Britannia Financial Services

BBC pension scheme

Posted by Ryan Frost | Mar 14, 2018

Do you hold a BBC pension scheme?

Do you hold a BBC pension scheme? We have recently been contacted by a number of clients who have received details of their defined benefits BBC pension scheme and the

QROPS Complaints

Posted by Ryan Frost | Mar 08, 2018

QROPS Complaints! Have you been missold a QROPS?

QROPS Complaints Have you been mis-sold a QROPS? Are you currently in a Maltese or Gilbrator QROPS but don’t know why and are now locked in with expensive annual management

Financial advice for expats in Mumbai

Posted by Ryan Frost | Mar 06, 2018

Financial advice for expats in Mumbai

Financial advice for expats in Mumbai It has recently been reported that Mumbai’s expats are the world’s highest paid according to an HSBC survey. With high earnings brings the need for

Barclays SIPP

Posted by Ryan Frost | Jan 29, 2018

Do you have a Barclays SIPP and live Offshore?

Are you aware that Barclays is no longer servicing expats? If you hold a Barclays SIPP you may have been informed that the firm has recently made the decision to

Evonik Industries pension

Posted by Ryan Frost | Jan 25, 2018

Evonik Industries Pension Scheme?

Do you hold an Evonik Industries Pension? The Evonik Industries pension scheme currently has the 6th largest pension deficit throughout the world.  According to MSCI’s research, which examined the pension

clerical medical bond

Posted by David Naughton | Dec 12, 2017

Do you hold a Clerical Medical Bond?

Clerical Medical International offshore Bonds Many investors own an International Offshore investment Bond and a number of the original providers of those Bonds have subsequently sold their ‘book’ of clients

expat tax in spain

Posted by Ryan Frost | Dec 07, 2017

Expat Tax in Spain

With Spain being one of the top destinations for expats, have you considered the tax implications that are required and, how sufficient wealth advice can help? Under the current rules,

Hong Kong QROPs

Posted by Ryan Frost | Dec 07, 2017

Delisted Hong Kong QROPS

Delisted Hong Kong QROPS As of April 2017, there were 23 listed Hong Kong QROPs. One delisted straight away and a further 2 delisted in October. All remaining 19 Hong Kong

retire in Norway

Posted by Ryan Frost | Dec 07, 2017

Retire in Norway- The Expat Guide.

You’re coming up to retirement, or perhaps you’ve already been enjoying it for some years, but what now? What do you do when suddenly your life becomes free time? When