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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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British expats

Posted by Ryan Frost | Mar 29, 2017

Is France still a mecca for British expats?

France has one of the largest British expats populations France has one of the largest British expats populations in the world. This led to the popular and picturesque region of

401k

Posted by Ryan Frost | Mar 27, 2017

401k Roth IRA Rollover Rules

US Expat moved offshore and still have a 401k based in the US? Already a US expat living offshore and have 401K or Roth IRA. The process of rolling over

Spring Budget

Posted by Ryan Frost | Mar 23, 2017

What did the Spring Budget mean for QROPS?

Spring Budget  The Spring Budget has brought changes to ‘Qualifying Overseas Pension Schemes (QROPS) . Which will affect expats who want to transfer their pensions outside the EU, New Zealand

expat returning

Posted by Ryan Frost | Mar 21, 2017

Expat Returning – Homeward bound can mean getting lost

Expat Returning – The last thing on an expat’s mind is the homeward bound If life overseas is idyllic then the last thing on an expat returning mind is the

Posted by Ryan Frost | Mar 14, 2017

Expat financial wealth management advice in Canada

Canada Expat Financial Advice If you are living and working in Canada there are different expat financial wealth management services for you. These range from investment management, traditional lending to

Spanish Tax

Posted by Ryan Frost | Feb 23, 2017

Spanish Tax Authorities are getting tougher!

Spanish Tax Authorities getting tougher! The Spanish tax office has announced new measures to crack down on tax fraud. Their tax plan for 2017 revealed new IT tools and processes

Posted by Ryan Frost | Feb 20, 2017

Brexit, financial preparations for expats

If you’re one of the British expats living in an EU country you’re likely wondering how Brexit will affect you .What financial preparations you should make ahead of Britain leaving the

Retiring Abroad

Posted by Ryan Frost | Feb 20, 2017

Retire in Cyprus – Understanding Pensions

Cyprus QROPS SIPP If you have chosen to retire in Cyprus, your pensions can be the key to financial security in retirement. With Brexit looming and more options than ever,

Final Salary Pensions

Posted by Ryan Frost | Jan 11, 2017

Final Salary Pensions, Brexit and New Rules-What does it all mean for you?

With Brexit uncertainty and a range of options available, Final Salary Pensions can be a source of concern and confusion. For expats, however, there are opportunities on offer. Final Salary

UK Inheritance Tax

Posted by Ryan Frost | Jan 09, 2017

How will my family be affected by UK Inheritance Tax?

Many UK expats are unaware that their estate could be liable to UK Inheritance Tax (IHT). Over many years of dealing with expats it comes a massive shock that the