Expat Financial Advice

  

  Spring Has Sprung – Time To Spring Into Action With A Property Abroad?


Simon Hilton
Articles - Financial

by Simon Hilton, senior foreign exchange consultant at World First and official Expat Focus foreign exchange partner

After what has seemed like a never-ending winter, spring appears finally to have sprung. We’ve tasted a little sunshine and experienced some warmth and maybe, it’s just injected a little more positivity into our lives.

However, you never know when the warm sunshine will be replaced by cold rain. British summers are well known for being anything but, well, summery, and promises of barbeque summers (remember that classic) have turned out to be nothing more than a damp squib.

Maybe you’ve decided enough is enough, and are contemplating a move away to warmer climes, where the way of life is more relaxed and the weather is slightly more dependable.   more ...

  How The 2014 UK Budget Affects British Expats Living Abroad


Oliver Heslop
Articles - Financial

Expatriate tax director of Global Expatriate Tax Services Ltd and official Expat Focus UK tax partner Oliver Heslop discusses the recent UK budget and its impact on British expats

Budget Day in the UK was 19 March 2014, when the UK Chancellor George Osborne announced the UK economy to be very much back on track.

We consider the reforms that he has announced to UK pension annuity rules to be seismic changes.   more ...

  Sterling Strength and Fall In French Housing Prices Provide Perfect Expat Opportunity


Simon Hilton
Articles - Financial

by Simon Hilton, senior foreign exchange consultant at World First and official Expat Focus foreign exchange partner

If you’re thinking of moving abroad, one of the main considerations is what kind of house you’ll be able to get for your money. This is determined obviously by the value of the house you’re buying, but also by the exchange rates, which can have a significant impact on what kind of property you’ll end up in.

If, for example, the pound is strong against the euro, you’ll get more for your money, and you may be able to afford more than you thought. The exchange rates can fluctuate dramatically in the space of just a few weeks or even days, so it’s always worth keeping your eye on the markets.   more ...

  Good News For UK Expats Moving Abroad As Sterling Continues To Strengthen


Simon Hilton
Articles - Financial

by Simon Hilton, senior foreign exchange consultant at World First and official Expat Focus foreign exchange partner

When a new year arrives, it can be tempting to set ourselves goals that we want to achieve in the coming 12 months. These could range from small things like keeping fit, learning a language or eating more healthily, to big ambitions like moving abroad, buying a house or getting a job overseas.

For those with such goals in mind, or people already living or working abroad, the exchange rate is all important, as it determines how far their money will go when buying a property or sending money home, for example.   more ...

  Cigna Individual Health Plans Go Multilingual


Articles - Financial

Cigna, a leading international health insurer, has announced the launch of local language sales and service capabilities for their expatriate individual health insurance product range.

This move is a milestone in the company’s commitment towards expanding its reach globally, particularly towards European and Latin American brokers supporting expatriates moving abroad.

This coincides with the combining of forces between Cigna Global Health Options and Cigna expatplus, bringing the strength of a single individual proposition for expatriate healthcare to the broker market.   more ...

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Expat Financial Services

Trusted financial partner network

Simon Hilton - Currency Transfers Tom Zachystal - US Investment Advice Oliver Heslop - UK Expat Tax Advice Marian Wellman - US Expat Tax Advice Sharon Hill - French Mortgages

Simon Hilton

Foreign Exchange

Simon is a senior foreign exchange currency broker specializing in serving the needs of the expatriate community. Solutions offered include a best exchange rate guarantee for currency transfers, same day payments, a free rate watch service and forward contracts aimed at managing clients' exposure to exchange rate fluctuations.

Tom Zachystal

Pensions and Investment

Tom is a Registered Investment Advisor, Chartered Financial Analyst, and Certified Financial Planner™ professional specializing in portfolio management and financial planning services for expatriates. He has over ten years expatriate portfolio management and financial planning experience and has clients on four continents in over a dozen countries.

Oliver Heslop

UK Taxation

Oliver is a highly experienced UK tax advisor specializing in helping UK expat high-earners (e.g. senior executives, project managers etc. working abroad but required to pay UK tax), foreign nationals paying tax in the UK and non-domiciles wishing to invest or bring money into the UK.

Marian Wellman

US Taxation

Marian has been an Enrolled Agent (Certified to Practice Before the IRS) since 1985 and is a member of the Tax Advisory Board and a Country Representative for American Citizens Abroad. She specializes in income tax services for US expatriates living in other countries and foreigners living in the US.

Sharon Hill

French Mortgages

Sharon has vast experience in the French property market and is committed to finding the most suitable mortgage for clients' circumstances from a panel of over 20 leading French mortgage lenders made up of reputable French banks with an established presence throughout France.


Preferred Health Insurance Partners


Bupa

At Bupa we have been helping individuals and families live longer, healthier, happier lives for over 60 years. We are trusted by expats in 190 different countries and have links with healthcare organisations throughout the world. So whether you're moving abroad for a change of career or a change of scene, with our international private health insurance you will always be in safe hands.

Cigna

Cigna has worked in international health insurance for more than 30 years. Today, Cigna has over 71 million customer relationships around the world. Looking after them is an international workforce of 31,000 people, plus a network of over 1 million hospitals, physicians, clinics and health and wellness specialists worldwide, meaning you have easy access to treatment.


Get free quotes for a range of services from our trusted partners

EXPAT INSURANCE

• Leading international insurers
• Unrivalled global medical networks
• World-class 24/7 customer service
• Flexible products to meet your needs

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CURRENCY TRANSFERS

• Best exchange rate guarantee
• No commission
• Same day payments available
• Dedicated, professional consultants
• All bank receiving charges covered

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UK TAX SERVICES

• Advice for UK expat high-earners
• Also for foreign nationals paying UK tax
• Advice for expats and companies
• Over 14 years specialist experience

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US TAX SERVICES

• Lower rates than most US CPAs
• Over 25 years specialist experience
• Full-time expat tax professional
• For US citizens and foreign nationals

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US CITIZENS ABROAD

• IRA/401k management
• Over 10 years specialist experience
• Investments customized for each client
• Specialist in US expat finances

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EXPATS IN THE USA

• Over 10 years specialist experience
• SIPPs, IRAs, 401ks and more
• Portfolio and investment management
• Offshore investment accounts

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FRANCE MORTGAGES

• Wide selection of French mortgages
• Over 20 French mortgage lenders
• French banks with established presence
• Vast experience of property market

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EXPAT BANKING

• Apply for an international account
• Options to suit your needs
• Multi-currency accounts, savings accounts etc.
• Send and receive funds worldwide

More info