How can British expats in Europe check a financial adviser’s qualifications? Understand UK qualifications, professional designations, EU regulatory requirements and what to verify in the Czech Republic.
Chris Lean
Are High-Interest Czech Savings Accounts Really Safe for the Long Term?
To save or to invest? With interest rates strong, does saving money outweigh investing in a managed portfolio?
Holiday Travel Insurance is a Gift When Expensive Surprises Show Up
Having travel insurance for your family’s holiday trip can help replace unexpected expenses and greatly reduce your stress.
Guy Fawkes, the Gunpowder Plot and the Importance of Planning Ahead
Guy Fawkes is the theme of Prague’s BCC’s 2026 Gala. Who was he, and how did his plans work out? His story may inspire you to plan better.
Czech Investment Tax: Is Your CZK 100,000 Year-End Opportunity Going Unused?
Czech securities sales can qualify for tax exemption if the combined gross proceeds do not exceed CZK 100,000 in the calendar year.
Czech Investors Tax Tip: Let the Fund Do the Trading
Czech investors should look at how internal fund trading vs a directly held portfolio can affect their taxes.
The Curious Case of the ‘Fully Qualified’ Adviser
What credentials does a “fully qualified” financial adviser have? And, how can British expats verify an adviser’s qualifications in the EU?
Moving from the UK to the Czech Republic? Why Your Financial Adviser Needs Cross-Border Expertise
Who should advise you – your existing UK financial adviser or an adviser in the Czech Republic? Learn why you may need both.
Investing, Taxes, and the 3 Year Rule in the Czech Republic
How are investments taxed in the Czech Republic? A guide for expats to tax residence, capital gains, the 3-year securities rule, dividends and portfolio planning.
UK Pension Inheritance Tax Changes 2027: What Expats Need to Know
From 6 April 2027 most unused pension funds and pension death benefits enter the UK Inheritance Tax estate. What does this mean for expats?
Can I Have a UK SIPP If I Live Abroad? A Guide for Expats
Can you keep or transfer to a UK SIPP while living abroad? A guide to provider restrictions, contributions, pension transfers, tax and cross-border advice.
British Expats in the Czech Republic: How Are UK Pensions Taxed?
A guide to UK pension taxation for British expats living in the Czech Republic, including the UK-Czech tax treaty, drawdown and government pensions.