Whenever I speak to clients about investing, I always talk about having an emergency fund equivalent to 6 months of expenses first. Why? Sometimes life can present you with a situation where you need quick access to money and without a financial safety net it can threaten your financial well-being and cause a great deal…… Continue reading Expat financial advice: Why should I have a 6 month emergency fund?
Category: Expat retirement planning
Retiring to Canada from the UK – 5 things you need to know
Are you looking to retire to Canada from the UK? I recently started working with a client who did so. Here are 5 things he told me that he wished he knew before doing so. 1️⃣ It pays to obtain a UK NT (no tax) code before drawing any pension benefits in Canada. Otherwise, an…… Continue reading Retiring to Canada from the UK – 5 things you need to know
Expat retirement: Which countries are affected by Frozen State Pension?
550,000 British Pensioners are currently adversely impacted by the government’s frozen state pension policy. However, the criteria regarding the specific countries in which it applies are somewhat arbitrary.
How to find a lost pension
How to find a lost pension? A common question for expats who move from country to country. Luckily, the solutions are usually fairly straightforward.
How to use margin lending to maximize your retirement fund (+ 5 key benefits)
Margin lending is not just for billionaires like Elon Musk. It is also a tool that regular investors can use to improve their returns or provide liqudity.
Financial Advice in Poland: 5 things you need to understand about UK pensions
In this article, I will cover five key things you need to be aware of before deciding what to do with your UK pensions.
8 cyber security tips to safeguard your retirement plans from scammers
Online scams are everywhere. I read about them all the time. Use these 8 cyber security tips to make sure you don’t get caught out.
What should I do with my offshore investments when returning to the UK?
When it comes to preparing your offshore investments for a return to the UK, the most important thing is to ensure you start planning as early as possible. Most tax specialists recommend that you should ideally give yourself at least a full UK tax year between deciding to move home and actually making the move. …… Continue reading What should I do with my offshore investments when returning to the UK?
Expat Financial Advice: What is a Property Trust Will?
A property trust will (also known as a property protection trust, an asset protection trust, a family protection trust or a property preservation trust) keeps your home safe for your loved ones after you die. It does this by placing your share of the property in a trust, so that the people you want to…… Continue reading Expat Financial Advice: What is a Property Trust Will?
How much money should I have saved for retirement?
Question: How much money should I have saved for retirement? Answer: Unfortunately, there is no reliable rule of thumb when it comes to the amount of money that should be saved for retirement. It all depends. Every situation is unique, so this number is different for every person, and it depends on your individual circumstances.…… Continue reading How much money should I have saved for retirement?
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