“Move your non-UK cash into an Isle of Man trust to save IHT.” Wrong. For most expats, it’s already NOT taxed in the UK. Avoid bad advice.
Chris Lean
Matters of Trusts in the Czech Republic
A foreign trust may not be fully respected in Czechia and could result in delays, legal uncertainty and unexpected taxation. Learn more here.
Automation, Jobs, and AI – Investors’ Dilemma
Automation of tasks is one of AI’s big benefits. But, when jobs are eliminated, so is buying power. Investors should align their strategies.
Lost in Translation: How I Ordered an Ostrich, a Pizza, and Insulted a Waiter (All in Czech)
You might assume things improve once you reach a “basic” level of Czech. You would be wrong. Spectacularly wrong.
Independent Financial Advice for Expats in the Czech Republic
“Independent” financial advice firms offer unrestricted options across the market. “Tied” advice is limited to a single firm or provider. Which do you want?
An Englishman vs Czech Grammar: A Tragedy in Seven Cases
When I moved to the Czech Republic, I expected many challenges. I did not expect Czech grammar to become my greatest enemy.
What the Iran War Means for Czech Households
The Iran war doesn’t seem distant when Czech households experience immediate oil and energy price increases.
3 Scenarios for the Iran War — What Czech Investors Should Do
For Czech households and investors, the Iran conflict has immediate repercussions. Here are three realistic scenarios and what to do in each.
Who Really Wrote the Blog?
A blog you read may not have been authored by the shown financial advisor. Does this live up to the ethics expected of financial advisers?
Compliance vs Optimal Financial Advice
Compliance ensures that the correct process has been followed. It does not guarantee that the advice is the best solution for the client.
Decumulation Plan for Retirement Matters More Than You Think
If you’re an expatriate, retirement planning is more complex than simply building a large investment portfolio. Retirement is about decumulation — turning your savings into reliable income, often across multiple countries, currencies, and tax systems.
Dangers of Relying on AI for Legal and Tax Advice
Dangers of using unverified information from an AI search in legal or tax contexts can be severe. AI can assist with drafting and research, but it cannot replace professional judgment and verification.