It is safe to assume that all major corporations (including your own) have a plan in place (or are at least working on a plan) just in case the Euro breaks up. While they may protest to the contrary, we can also assume that most governments also have a plan for such a scenario. This […]
Archive | Expat Action Points RSS feed for this archive
Expat Action Point #3 – Update Your Contact Details
I recently came across a client with a UK life insurance policy. However, he hadn’t updated the insurer with his current contact details. In the mean time they wrote to him, using the address that they had on file which was no longer valid, to inform him that his premium was no longer sufficent to […]
Expat Action Point #2 – Rebalance Your Portfolio
Bank some of the gains on your winning investments and reinvest the proceeds in the areas that didn’t fare so well and are thus available at more favourable prices. Doing this on a regular basis will help you reduce the overall risk of your investment portfolio. [If you would like a qualified IFA to […]
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 […]
For a free financial healthcheck contact us today.
- Generali Vision – Cooling Off Period
- What Is Time Apportionment Relief?
- DeVere Warn Against Pension Busting
- QROPS Provider in Liquidation
- What is a UCIS?
- Gold Suffers Worst Monthly Run for 16 Years
- What is a QROPS?
- Week in Focus – One Step Ahead
- Bond of the Week
- Warning: if the taxman gets your bill wrong it’s officially your fault
-
The Expat IFA: Hi Mary, thanks for taking the time to get in touc…
-
Mary: Do I get this time apportionment relief on a Gener…
-
6 Ways To Wreck Your Retirement | Expat Financial Cents: [...] experienced with them. Derivatives, small ca…
-
-
