What we're about…

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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Generali Vision

Posted by Ryan Frost | Mar 26, 2018

The Generali Vision Scandal – How Unhappy are you?

The Generali Vision… Your Offshore Pension Plan. Your Offshore ISA. The key to your education planning. Thousands and thousands of these policies have been sold to expats in the last decade

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

Pension Lifetime Allowance

Posted by Ryan Frost | Feb 07, 2018

Pension Lifetime Allowance

Are you living abroad as an expat but have a pension that has reached the lifetime allowance? Do you have options available for further growth on your pension? Have you

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,

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

British expats in Thailand

Posted by Ryan Frost | Dec 06, 2017

British Expats in Thailand – The Expat Guide.

Expats in Thailand You’ve spent your working life building and growing your pension pot. All those hours worked to support your family and your future should not be threatened by

Friends provident international reserve bond

Posted by Ryan Frost | Dec 04, 2017

Friends Provident International Reserve Bond

Do you hold a Friends Provident International Reserve Bond? The FPI reserve Bond rightfully has one of the worst reputations around. Incredibly expensive, it was sold for years by financial

retire early

Posted by Ryan Frost | Dec 01, 2017

Retire early – The Expat Guide

Retire Early… Most people spend 40 years of their lives working towards it, but how many people genuinely spend 40 years planning for it? (On average) The 40 year working life