Especially when travelling outside the EU, our advice is to obtain the highest level of travel insurance cover, which is often only a matter of a few hundred CZK difference than Standard cover.
Chris Lean
DIY Investing Often Costs More Than Professional Advice
Real life examples from here in the Czech Republic show how working through properly qualified, regulated firms may assist you to obtain the best deals, that are often better than DIY investing costs.
Opes Fidelio Conference 2024
Our advisers come together once a year to learn the latest insights, regulations, and client solutions strategies. The annual OpesFidelio conference for our team of financial advisers across Europe is held in Portugal this year! This year, we’re adding a special session for expats who are based in Portugal.
UK Pension Benefits Changes, TTFAC, Part 2
Look in more detail about whether one should apply for a TTFAC – Transitional Tax-Free Amount Certificate.
UK Pension Benefits Changes, Post-April 2024 Part 1
Are you considering taking UK Pension Benefits after April 6, 2024? You may need to take action now to avoid higher tax liability in the future.
Key Person Insurance
Key person insurance provides the business with funds to continue operations and mitigate the risks associated with the loss of a key employee.
Insurance Bonds in the Czech Republic
Does your insurance bond offer the necessary protections needed by expats living in the Czech Republic?
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!