To invest safely, start with making the right choice of financial advisers. Your future wealth depends on it.
UK Expats
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.
Ten Reasons to Take Out Life Insurance
There are many reasons to take out life insurance. many are overlooked. We look at a few ways that life insurance can protect families, businesses and inheritance.
2024 Investment Update – Quarter 1
Stay updated on the latest investment trends and performance. Discover the factors affecting current investments.
Investing Top Tips: Who’s Really Advising You?
Among the malpractices that expats should be particularly aware of, is investment advice provided by unlicensed advisers.
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.