With an estimated 200,000+ people in the U.K with U.S citizenship. It is a complex situation to navigate investing as a U.S expat. You have to deal with numerous legislations that make it challenging to invest such as DTA, PFICs, and FATCA (not an exhaustive list)....
As an expat it can be confusing as to what options you have available in regards to your pension and the tax implications. My aim is to go over a few items that you might need to consider as an expat for your pensions. Note, that pension rules are constantly changing....
The rise of remote working has led to many leaving high-cost places such as San Francisco and moving to lower-cost and lower-tax jurisdictions for a better quality of life. Working with a number of people that have made the move they have been surprised in many cases...
CIG (Capital International Group) is an advisor-led platform. Although, being a quite competitive platform in terms of cost with others in the market such as Novia, Praemium, and Ardan. It is not currently used by many advisors or as a popular platform option. I do...
The Broader Equity Markets Before I start, please note this is NOT independent financial advice and if you are looking for financial advice, please speak to a competent and qualified advisor who will be able to help you. This is my review and my opinions using the...
RL360 PIMMs have been one of the most popular offshore bond platform options for expats in the last 10-15 years. This article will aim to review the offshore bond platform and base cost to aim to show investors a full insight through the fees and commission costs to...
I have completed a study in collaboration with a few partners on the cost of offshore bonds with some of the major providers on full and no commissions. This is not a measure of how good the offshore bond is nor does it take into consideration factors that investors...
I have been getting a lot of questions about where to invest in the current market and what are the options for those that don't want to get into equities right now nor do they see bonds of any use. I wanted to go over what I am doing as an alternative (not steering...
I have written in a number of my articles about the challenges that U.S expats face when it comes to investing or just opening up a brokerage account. In this article I will write about some of the financial 'hacks' U.S expats can potentially do in the U.S and as an...
Wanted to elaborate on previous emails to clients about portfolio diversification and looking at both growth and value in the present market and how/if you should rebalance your portfolio. My aim is to highlight the current options for investment in the long term...
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