How much – if at all – should investors care about the loss of the UK’s AAA credit rating? The move by rating agency Moody’s on 22 February has quickly and predictably become a political football, prompting much posturing and some soul-searching among the main parties, but the issues for investors are more nuanced. There […]
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7 Life Insurance Questions and Answers for Expats
When it comes to buying life insurance as an expatriate, there are many questions that can come up. Buying life insurance should be simple, but more often than not, there is something that comes up that can be more than a bit confusing. Here is a look at some of the common expat life insurance […]
5 Financial Planning Tips for Expat Spouses
I originally planned to write this for International Women’s Day. However, having thought about it, it doesn’t make a difference whether you are an expat wife or an expat husband accompanying a working partner, the points below are equally valid. So here are my top 5 financial planning tips for an expat spouse, whether you […]
UK State Pension for Expats – Making Voluntary National Insurance Contributions
While you are an expat, whether working or as a non working spouse, it would be worthwhile maintaining your contributions to the UK state pension system. You can do this by making regular voluntary National Insurance Contributions (NICs). There are 2 types of NIC that you can make, Class 2 or Class 3. To qualify […]
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, […]
Organizing Your Death Folder
Have you ever thought about how you would like your affairs to be left in the event of your sudden death? I have been working with expatriates around the world for the past 11 years. Having done so, I have found that it is common for important documents to be scattered across different locations. Some […]
Consider This When Looking Into QROPS
I know that QROPS schemes have their place and they certainly have real benefits for some. However, if your current pension is a with-profits scheme, here is something that you MUST ask before deciding to trade it in for a QROPS. Does your current scheme have a guaranteed annuity? A lot of with-profits schemes do […]
3 Reasons Why You Shouldn’t Write a Will
1. When you die, you would rather someone else decided what will happen to your property, possessions and assets. 2. You don’t particularly like your family and would like to make things that much more difficult for them in the event of your death. 3. You are concerned about the size of Britain’s deficit and […]
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Mary: Do I get this time apportionment relief on a Gener…
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6 Ways To Wreck Your Retirement | Expat Financial Cents: [...] experienced with them. Derivatives, small ca…
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