Independent Financial Advisers for Expats – The good and the bad !
You get the calls most day from IFAs – or Independent Financial Advisers in Shanghai and other big business centers in Asia. Sometimes they...
Offshore Expat Pension Plans
The phone rings, and it’s someone you don’t know claiming they can help improve your financial situation. As you wonder how they got your...
American Expat Tax Saving Strategies
The 'expat life' has numerous advantages, but a drawback to being an American expatriate is remaining subject to the US tax code, which reaches...
Expat Asset Management: Calculate your net worth.
Asset management
The first thing to do is make a list of everything that you (or you and your partner) own which has resale value. By...
Education Fund Planning: Expats should figure their big expense Now !
Meet the Smiths.Bob is 34 years old. He’s been married to Susan for 10 years with 2 children. Samantha is 9 (born in 1999)...
Australian Expat Tax: Offshore bonds & Returning/Migrating to Australia while obtaining tax resident status
The tax advantages of Australian tax residents holding an offshore bondWhile abroad, non-resident Australians holding a Guernsey based offshore bond will benefit from ‘gross-roll...
Dubai offers expatriates an abundance of sun, sand and sophistication.
Once a small fishing settlement, Dubai today is a cosmopolitan city-state embodying both old and new, east and west. Visitors to the city will...
Is Offshore Investing Right For American and British Expatriates ?
Expats living and working overseas eventually have to grapple with the question of what to do about savings and investing. For those of you...
Confessions of a Former Transferee: How I Viewed the Appraisal Process
The relocation appraisal can be a major source of conflict between employers and their transferring employees. Here's one transferee's story - and what you...
Expat Pension planning: a huge problem without a solution to please everyone.
Pension planning is a huge problem without a solution to please everyone. Therefore, it will continue to be avoided and postponed for as long...