The latest refinements to the EU AI Act, finalized in early 2024 and further clarified through 2026 implementing acts, have...
Cross-Border Investment Planning
Investment Liquidity: The Hidden Risks of Money Market Funds
New guidelines from European regulators are sharpening how Money Market Funds (MMFs) must test for crisis scenarios. For...
When UK IHT Tax Planning Becomes Expensive Nonsense
“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.
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.
Investment Liquidity: The Hidden Cost of Access
In the world of international wealth management, liquidity is no longer a guaranteed feature—it is a variable cost. New...
When a Bank Fails: What Remains for the Investor?
The European Union is refining the rules for banking crises. For investors and expats, this means enhanced deposit...
Investment Intermediaries: New Rules for 2027
In the complex world of international wealth management, even a minor change in legal terminology can create a significant...
Ending the Wait for Exits
The European Commission has launched a pivotal debate on the future of private equity within the European Union. For...
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?
EU Banking Stability: Protecting Your Assets
The European Union has recently updated its framework for bank crisis management and deposit protection. These changes are...
Your Rights as a Shareholder in the EU: Key Changes Ahead in 2026 and 2027
In February 2026, the European Commission launched a pivotal public consultation regarding the revision of the Shareholder...
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.