Will your beneficiaries have to deal with your Czech property, UK pension, and investments and bank accounts in both countries? Plan ahead!
Chris Lean
10 Things Nobody Tells You Before Moving to the Czech Republic
You might arrive thinking you are here temporarily, and then somewhere along the way realise you have built a life here.
AI vs Personal Touch: Are Clients Losing What They Value Most?
AI is extraordinarily good at the things that used to eat up an adviser’s day. Drafting suitability reports. Summarising legislation across jurisdictions. Building cash flow models. But it cannot replace true and trusted adviser-client relationships.
Cross Border Pension Advice: British Pensions After Brexit
The pension remains regulated by the FCA in the UK. However, investment advice is regulated according to where the client is resident. For Czech residents, this means the advice must be provided by a firm authorised to provide investment advice under Czech and wider EU regulation.
Moving to Czech Republic? Your UK Pension Could Be Almost Tax-Free
For a British retiree relocating to the Czech Republic — especially as part of a couple, where the exemption may apply per person — a meaningful chunk of retirement income can arrive with no Czech tax liability at all, on top of favourable UK treatment.
From Integrity to a Culture of Trust
Integrity is the alignment between what we say and what we actually do—especially when no one is watching. Part of a compliance officer’s job is knowing how to say “no,” even when it isn’t popular.
The Best Financial Advice May Be “Don’t Do It”
The best financial advice for an individual may be to not transfer a pension. The job is to exercise judgement, not complete transactions.
Why UK Pension Qualifications and Experience Should Matter
UK pension qualifications and the relevant experience of the adviser is more important for consumers than the size of the firm.
Czech National Bank vs Facebook Comments Financial Advice
The ČNB maintains a free, online public register of firms and individuals authorised to provide financial advice in the Czech Republic. Check it to find legal sources of financial and investment advice.
Czech pension guide: What you need to do before it’s too late
A recent article about pensions, both Czech and foreign, in expats.cz includes professional advice from Chris Lean, Chief Investment Officer, Aisa International CZ.
Czech Investors: The Benefits of a Single ISIN Managed Investment Fund
For Czech investors in particular, a professionally managed, single-ISIN can significantly affect the wealth ultimately retained after taxes.
Are Financial Advisers Relevant In The New World of Artificial Intelligence?
Financial advisers can offer clients the best of both worlds: personalised advice and consumer protections along with AI’s analytical support.