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...
In this article want to sum up some of the platforms that are advisor lead in the offshore space so you know if you are getting a good deal or paying too much and if they are ultimately right for you. As always, if you want to ask more questions or speak to me about...
Table of contentsWhy you should reconsider an offshore bond if you are using it for tax purposes.Ardans SolutionHow is it taxed?What is Capital Gains TaxCapital Gains Tax Annual ExemptionExampleDividend / InterestAllowable LossesReliefsBed and BreakfastingImportant...
The U.S has an estimated 200,000 living in France and remains one of the top destinations for U.S citizens to retire or move, this goes alongside Portugal. This article will go over some aspects of investments for U.S expats when they are moving to France, such as,...
A pension scheme deficit is when a company offering employees a Defined Benefit (DB) pension scheme doesn't have sufficient funds to meet the requirements to meet the pension needs of its holders. The cause of a pension shortage is due to a combination of...
Portugal seems to be the go-to place right now to relocate. With a Golden Visa program that can lead to obtaining E.U citizenship after a certain amount of residency in the country. This with a combination of no crypto tax and affordable quality of life with a good...
Residents and expats alike should be aware of the Spanish wealth tax. An annual tax that is taxable on the total net value of your worldwide assets. Although, non-residents only pay wealth tax on assets located with Spain itself, this is a reason why it is important...
Inheriting a DC pension is relatively straightforward when it is compared to DB schemes. As a beneficiary, you can inherit unused drawdown or uncrystallized money to purchase funds and have flexibility on how you choose to withdraw the money. Options include lump...
A frequently asked question that I get from U.S expats is, can I contribute to an IRA as a U.S expat? Or maybe as an expat I have been told that I can't contribute to an IRA is this true? The article goes over the basics to debunk this myth and covers some information...
Brokerage accounts for US expats can be hard to find, because investing becomes a challenge once you live outside the US. So in this article, I want to cover which brokerages and accounts US expats can open for investing. Traditional US accounts may no longer be open...
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