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Financial

Financial > Tom Zachystal

Tom Zachystal

Expat Investing in a Low Interest Rate World


Tom Zachystal

On August 9th Ben Bernanke, Chairman of the US Federal Reserve, made an unprecedented announcement (I guess by now we should be used to unprecedented announcements from the Fed). He announced that the Fed would keep US target interest rates low for two years. Never before has the Fed committed to a time-span for its interest rate policy.

Many investors were disappointed that the Fed didn’t announce a further economic stimulus measure but in fact the actual announcement is much more useful because it helps bring certainty to what has become a very uncertain investment market.    more ...


Financial > Expat Focus

Expat Focus

Currency Transfer for Expats – Transferring Money Overseas


Expat Focus

There are many ways of sending your money from one country to another without ending up in a mess. As in many things, expats can save themselves a LOT of trouble and cost if they do a little research and shop around.

Standard International Bank Transfers

Let’s consider the basic sort of expat money transfer requirement, and make the assumption you want something a little safer than using brown envelopes full of cash in the post!

For most expats, currency transfer consists of getting small to medium sized amounts transferred regularly from your UK bank account into your new overseas bank account in the local currency. These may be pensions payments, benefits, or any other form of income.    more ...


Financial > Tom Zachystal

Tom Zachystal

Avoiding Expat Investment Scams


Tom Zachystal

You have worked hard to build a nest egg and would like to invest your money in order that it work for you to provide for the lifestyle you desire; but while searching for investments or investment advisors you find it difficult to know who to trust or which investments might be appropriate for you. Many people find themselves in this situation and some end up being taken advantage of by smooth-talking sales people masquerading as investment advisors.

In this article I highlight three scams we have seen over the years and point out warning signs to look for so that you are not caught unawares. This list is far from comprehensive so if you are uncertain about a prospective investment then I invite you to contact me directly and I will evaluate it for you, often at no charge.    more ...


Financial > Tom Zachystal

Tom Zachystal

Financial Planning Issues for Expats Moving to the USA


Tom Zachystal

There are numerous issues that need to be addressed when moving to a new country and it seems the more “developed” your new country of residence, the more important it is to understand and follow regulations.

Individual Asset Management provides financial planning services to non-US citizens living and preparing to live in the United States, and I have identified seven topics that anyone moving to the US should consider:

1. Visa / citizenship issues
2. Reporting and taxation of non-US financial accounts
3. Obtaining loans / credit history
4. Pension transfer
5. Investment management
6. Estate tax
7. Education and retirement savings plans    more ...


Financial > Oliver Heslop

Oliver Heslop

UK Expat Tax Specialist Oliver Heslop talks to Expat Focus


Oliver Heslop

In this edition of the podcast (download here or listen online from 07:40 onwards here) we talk to UK expat tax specialist and Expat Focus partner Oliver Heslop about some of the basic issues British expats, or those who have moved to the UK from abroad, should be aware of regarding UK taxation. Oliver worked in Arthur Andersen's expat teams for over 10 years before taking an expatriate advisory position with Ernst & Young in 2007. He joined Shipleys as a principal in 2010 as a highly experienced UK tax specialist dealing with cross border issues arising from the movement of people between different countries and businesses. Oliver works with a variety of expatriate clients - some are large multinationals with secondees in 30 or more different countries while others may have one or two executives appointed to senior positions abroad who require tax planning. To contact Oliver directly for advice please use our UK expat tax enquiry form.


Financial > Expat Focus

Expat Focus

Self-Employed Taxes in France – An Expat Guide


Expat Focus

France is a country of many beautiful images. One of the most prevailing is that of the small French business. Whether a small farm, the baker or the local carpenter and odd-job man, everything that comes to mind suggests a small and perhaps rural enterprise.

Although France has the largest economy in Europe and vast ultra-modern industries, this ‘shed based business’ is the image that many expats have of France. Indeed the small 1-2 person business it is an image cultivated by the French government as being part of the “French Way” and in fact small businesses constitute a very large part of the overall French economy.    more ...


Financial > Expat Focus

Expat Focus

Interview With Geoff Birch, Offshore-Rebates.com

Geoff Birch

Geoff Birch

Geoff Birch has 28 years of experience in financial services and established the online brokerage Offshore-Rebates.com in 1999. In this interview we learn more about Geoff's background and ask his opinion on a number of expat investment issues, including the effect of the current economic crisis.

Expat Focus: Can you tell us a bit about your background and how Offshore-Rebates.com came into being?

Geoff Birch: It’s actually a very long story.    more ...