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Financial Planning Action Point #4 – Have a “What if” plan.

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 […]

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expat to do list

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 In the mean time they wrote to him, using the address that they had on file which was no longer valid, to inform him that his premium was no longer sufficent to […]

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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 […]

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