Aisa Wealth & Investment Management Expands Its Capabilities with a New International Wealth Management Service. One of the first services to launch is a US-connected investment portfolio, specifically designed for clients with US tax reporting obligations.
Insurance bonds from the Isle of Man and Channel Islands are often sold illegally to expats in the EU. They don’t offer promised tax benefits and lack EU consumer protections. If you have one, get it reviewed by a qualified adviser.
Inheriting a UK pension as a non-UK resident can be complex. UK pension rules and restrictions can leave expats confused and alone. It is always worth consulting advisers with the relevant experience and licences.
How are global markets looking at the start of 2025? Various factors influence the direction of the markets. Let’s look at key regions.
There has been a lot of press coverage about the bond markets in the UK and international press. Investors should understand how higher gilt yields could affect their decision to transfer their pensions.
Exclusive for US expats in Czechia! Be sure to register now for Aisa’s free investing seminar on November 22, 2024: Psychology of Successful, Tax-Efficient Investing.
British citizens in the EU, and other citizens with UK products, are finding it harder and harder to get cross-border advice about their investments and pensions- we have the solution.
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.
Among the malpractices that expats should be particularly aware of, is investment advice provided by unlicensed advisers.
Does your insurance bond offer the necessary protections needed by expats living in the Czech Republic?
Do UK citizens have no tax to pay on assets put into Czech Trusts? And, what happens when the original settlor dies?
The investment update includes the status of investment portfolios, current factors affecting markets, geographical and sector outlooks, and asset allocation views.
