The best financial advice for an individual may be to not transfer a pension. The job is to exercise judgement, not complete transactions.
UK Expats
Global Wealth: The New EU Regulatory Filters
International wealth management and the investment structures of expats are facing new, invisible barriers brought about by...
Why UK Pension Qualifications and Experience Should Matter
UK pension qualifications and the relevant experience of the adviser is more important for consumers than the size of the firm.
Czech National Bank vs Facebook Comments Financial Advice
The ČNB maintains a free, online public register of firms and individuals authorised to provide financial advice in the Czech Republic. Check it to find legal sources of financial and investment advice.
Czech pension guide: What you need to do before it’s too late
A recent article about pensions, both Czech and foreign, in expats.cz includes professional advice from Chris Lean, Chief Investment Officer, Aisa International CZ.
Are Financial Advisers Relevant In The New World of Artificial Intelligence?
Financial advisers can offer clients the best of both worlds: personalised advice and consumer protections along with AI’s analytical support.
Europoor? Czech Republic vs. the USA and UK
The average Czech may earn less than the average American or Briton, but they may enjoy advantages that higher salaries alone cannot buy.
British Expats Moving to Czechia – Tax, Investments, and Insurance
A complete guide for British expats in the Czech Republic — understand how tax, investments, pensions, and insurance change after relocating.
Moving to the Czech Republic: Visa Options Explained
Moving to the Czech Republic is a popular option. The visa process starts with where you are from and what you will do once you’re here.
Best Execution Tightens: Why Data is the New Standard for Investor Protection
For years, "Best Execution" was often treated by financial institutions as a compliance checkbox—a vague promise that they...
Use Surplus Income Gifting to Reduce UK Inheritance Tax
Gifting from surplus income can be an extremely effective inheritance tax strategy for British expatriates in Czechia.
The Death in Service Life Cover Dilemma of a Future Expat
Life cover through an employer will vanish once you leave your job to move abroad. Future expats should consider replacing this safety net.