Among the malpractices that expats should be particularly aware of, is investment advice provided by unlicensed advisers.
Czechia
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?
MiFID Firms vs IDD: Which is Best for You? Part 1
MiFID investment advisers offer much higher consumer protection levels and regulatory protections than IDD advisers.
EU vs non-EU Third Party Investment Advice – Part 2
EU vs Non-EU investment advice: Does it matter? Investment advisers must follow strict rules to keep clients’ money safe.
Due Diligence is Necessary to Choose the Right Financial Adviser – Part 3
Use our Due Diligence checklist to find out if your financial adviser is qualified, regulated, and legal.
Global Market Update Event
You're invited to attend a morning seminar hosted by the British Chamber of Commerce. Date: 28/02/2024 Time: 09:00 - 11:30...
When Can I Take Advice From a Non-EU Financial Adviser Firm?
It depends on who initiates the conversation. We have talked a lot about financial adviser regulations both on our website...
Unlicensed Financial Advisors Are a Threat to UK and US Expats in Czechia
Unlicensed financial advisors are gambling with your money. Unlicensed financial advisors are encountered by thousands of...
Is Your Advisor Correctly Licensed and Registered?
Don’t add more risk to your investments by choosing an unlicensed or incorrectly registered advisor. Expats who reside in...
Powerful Passports in 2023
A passport is the most important tool every traveler needs. Passports are the keys to international travel. Each country...