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.
UK Expats
British Expats: New October 2024 Budget Changes Can Affect You
British expats should review their financial plans in light of new rules included in the October 2024 Budget. Inheritance taxes, Oversees Transfer Charges, QROPS, and residency status can be affected.
The Solution for Getting Cross-Border Financial Advice
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.
Travel Insurance: Is Cheapest the Best?
Especially when travelling outside the EU, our advice is to obtain the highest level of travel insurance cover, which is often only a matter of a few hundred CZK difference than Standard cover.
2024 Investment Update – Quarter 3
Discover the latest global factors affecting investment trends and performance reports with our 2024 Investment Update – Quarter 3.
DIY Investing Often Costs More Than Professional Advice
Real life examples from here in the Czech Republic show how working through properly qualified, regulated firms may assist you to obtain the best deals, that are often better than DIY investing costs.
Investing Safely as an Expat in Czechia
To invest safely, start with making the right choice of financial advisers. Your future wealth depends on it.
2024 Investment Update – Quarter 2
Stay updated on the latest investment trends and performance. Discover the factors affecting current investments.
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.