Interview with Simon Conn, Conti Financial Services

Qualifying Recognised Overseas Pension Scheme (QROPS) Explained

Interview with Marc Strohl, Protax Consulting Services Inc.

Interview with Tom Zachystal, Individual Asset Management (IAM)

Foreign Currency - How to Secure a Favourable Exchange Rate

Expat Insurance - Frequently Asked Questions

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Expat Focus is pleased to offer the services of a leading foreign exchange provider offering foreign exchange and currency transfers at unbeatable exchange rates (best exchange rate guarantee) and no commission.

CLICK HERE FOR A FOREIGN EXCHANGE OR CURRENCY TRANSFER QUOTE

Expat Focus is pleased to offer the services of a Registered Investment Advisor specialising in expatriate investment matters and a QROPS (Qualifying Recognised Overseas Pension Schemes) administrator specialising in UK pension transfers. Our team is highly experienced and has facilitated 10,000+ UK pension transfers from 3,000+ pension providers over the last 12 years.

CLICK HERE FOR UK PENSION OVERSEAS TRANSFER ADVICE

- individual/family insurance
- group/company insurance
- income protection insurance
- term life insurance
- critical illness insurance
- personal accident insurance
- travel insurance

CLICK HERE FOR AN INSURANCE QUOTE

Expat Focus' overseas mortgage partner is able to assist expats looking to purchase residential property in over 30 countries worldwide. Over 10 years of trading and 20+ staff experienced in conducting business with overseas lenders. Fully independent with more lenders and more choice.

CLICK HERE TO REQUEST A QUOTE

Expat Focus is pleased to offer the services of:

A certified US public accountant (CPA) for the handling of US tax related compliance (preparation) and consulting matters only.

CLICK HERE FOR US TAXATION ADVICE

A UK tax expert for the following UK taxation issues only:

- UK income and capital gains tax queries/compliance from UK residents, regarding, for example, UK letting income, UK business (self-employed) income, UK employment income, UK capital gains tax on property and other disposals.
- UK and (on an outline basis only) non-UK tax queries/compliance for non-UK (including US) nationals moving to or investing in the UK or UK nationals returning to or investing in the UK.
- US tax queries/compliance for UK residents moving to or investing in the US.
- US tax queries/compliance for US nationals moving to the UK.

CLICK HERE FOR UK TAXATION ADVICE

Expat Focus is pleased to offer the services of a U.S. Registered Investment Advisor (RIA).

The U.S. Registered Investment Advisor (RIA) specializes in the following portfolio management and financial planning services for expatriates:

- Portfolio management and investment advisory services for expatriates of all nationalities living in the US and for American citizens living outside the US
- Retirement, estate planning, and taxation services for US expatriates
- UK pension transfers to the US or elsewhere
- Obtaining US Green Cards and permanent residence through investment
- Pension and benefits plan setup for companies starting operations in the US or for non-US employers wishing to attract US employees

CLICK HERE FOR US INVESTMENT ADVICE

What is meant by "independent" and what should it mean to me?
An independent financial adviser is one who acts on behalf of his/her client, rather than working as an agent of any one financial institution. This means that the client can receive unbiased advice regarding a number of products and product providers to ensure that the client can choose from the best of the market

What do the above services cost?
Independent financial advisers and other finance professionals either charge a fee for their services or earn commission on the products they sell. The exact nature of their charging structure will be determined by your own circumstances and requirements but this will always be made clear to you at the start. There is no charge or obligation for submitting a request for advice, this will simply enable the appropriate adviser to establish whether or not they can be of assistance and outline their charging structure. The choice is then entirely yours as to whether to proceed or not.

Disclaimer

Nothing on this web site should be interpreted as a buy, sell or hold or other investment recommendation.

VISITORS ARE STRONGLY URGED TO CONSULT WITH A QUALIFIED FINANCIAL ADVISOR BEFORE MAKING ANY INVESTMENT DECISION. NEITHER EXPAT FOCUS NOR ANY PERSON INVOLVED WITH THE RUNNING OF THIS WEBSITE CAN BE HELD RESPONSIBLE FOR ANY INVESTMENT DECISIONS MADE BY OUR VISITORS. BY SUBMITTING THIS REQUEST FOR INDEPENDENT FINANCIAL ADVICE YOU AGREE TO THE ABOVE STATEMENTS.