Tag Archives: expat financial planning
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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expat pension planning, offshore retirement schemes, offshore expat investing

2 Reasons Why Investors Should Still Be Allocating to Emerging Markets

I have had a number of discussions with clients recently regarding whether they should scale back their emerging market exposure. After all, emerging market stocks are up significantly since their lows of last autumn and have modestly outperformed more developed markets so far this year. Despite recent strong performance, I believe there are two major […]

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Common Expatriate investing errors

5 Expat Investment Mistakes and How to Avoid Them

1. Maintaining Too Many Accounts Given the lifestyle of the typical expat, moving from one country to another, it is all too easy to collect an excessive number of bank, pension and other financial accounts. Each month the typical expat is inundated with numerous paper and electronic statements from various financial institutions. In some cases, […]

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