expat to do list

Expat Action Point #1 – Nominate Beneficiaries

This week’s Expat Action Point applies if you have offshore investment policies (Generali Vision, Zurich Vista, Skandia Executive Investment Bond etc).

If you have such plans, be sure to make use of the beneficiary nomination facility. This simple, yet frequently overlooked, form allows you to specify who you would like to receive the benefits of the policy in the event of your untimely death.

Beneficiaries can be changed/revoked at any time.

This form should ideally be completed as soon as the account goes live. However, if you haven’t already done so, don’t worry it’s not too late. Just contact your financial adviser and ask him to send you the form today.

Go on, do it this week and it’s another thing of the “to do” list.

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