Despite the multitude of resources (websites, books, magazines, advisers, etc) available for expat retirees, there will always be those who fail to make their retirement savings last for the rest of their lives. There are many ways to avoid this, some of which are more proactive while others are reactive in nature. But none of […]
Tag Archives: british expatriates
5 ISA Rules for Expats
The rules for expats/UK non-residents regarding Individual Savings Accounts (ISAs) are as follows: 1. You CANNOT open a new ISA. 2. You CANNOT contribute to an existing ISA. 3. You CAN keep the money that you have invested into an ISA to date where it is. 4. Any income or capital gain generated from the […]
Obtaining a UK State Pension Forecast
The best way to establish the number of qualifying years that you already have as well as the level of state pension that you can currently expect, is to contact the state pension forecasting team in Newcastle. Their telephone number is +44 191 218 3600. If you contact them, they will then send you the […]
Welcome!!!
Welcome to my blog. I am a UK qualified financial adviser (IFA) with 16 years of experience, the past 11 of which has been spend working with British expatriates. During that time, I have advised expat clients in the following countries: Argentina, Brazil, Mexico, Costa Rica, Columbia, Peru, Australia, South Africa, Mozambique, Kenya, Ghana, South […]
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The Expat IFA: Hi Mary, thanks for taking the time to get in touc…
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6 Ways To Wreck Your Retirement | Expat Financial Cents: [...] experienced with them. Derivatives, small ca…
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