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.
EU vs Non-EU investment advice: Does it matter? Investment advisers must follow strict rules to keep clients’ money safe.
Use our Due Diligence checklist to find out if your financial adviser is qualified, regulated, and legal.
The resource matches European investors with one of more than 40 highly qualified advisers, based on their location and investment needs.
ISAs – Individual Savings Accounts – are often sold as tax-free products. Nothing could be further from the truth for UK expats.
There May Be Trouble Ahead This article may be of interest for those that accrued savings in British pensions, then who...
This article may be of interest for those that accrued savings in British pensions, then who became US resident and then...
Taking a break from work is essential for maintaining a healthy work-life balance. It's no secret that the United States...
