Does your insurance bond offer the necessary protections needed by expats living in the Czech Republic?
Chris Lean
Czech Trusts and UK Inheritance Tax
Do UK citizens have no tax to pay on assets put into Czech Trusts? And, what happens when the original settlor dies?
Unnecessary Hidden Fund Fees?
Why are financial advisers not telling you how to avoid unnecessary hidden fund fees? The outcome of your investments depends on it!
When Free Financial Advice is Not Actually Free (Pt 2)
What are the best – and worst – ways to pay your financial adviser?
Comprehensive Pension Guide for UK Expats
Choosing a financial adviser should be based on at least these three considerations: fees and costs; qualifications; and QROPS knowledge.
When Free Financial Advice Is Not Actually Free (Pt 1)
Financial advisers in the Czech Republic often offer ‘expats’ free financial or investment advice or even free investments (buy something and you get something else free). “Free” is rare!
US Expats Need Specialized Investment and Tax Advice
US expats’ financial management concerns include reporting all income, earnings, and investments to the IRS. As specialists, we can help!
Financial Planning Tips
Want to get started on a long-term financial plan? Here are time-tested financial planning tips that make sense for everyone.
Addressing The Pension Crisis
The Czech Government are introducing a new savings product from 2024. The expectation is that the proposed Long Term...
US Residents who transferred into a QROPS – Part 2
There May Be Trouble Ahead This article may be of interest for those that accrued savings in British pensions, then who...
USA residents with QROPS? There May Be Trouble Ahead – Part 1
This article may be of interest for those that accrued savings in British pensions, then who became US resident and then...
Ten Reasons to Use a Trust
Of the large number of advice-based solutions in the toolbox of the financial adviser, there is one that is often...