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FOREIGN EXCHANGE AND CURRENCY TRANSFERS
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.
Expat Focus is pleased to offer the services of a fully independent international medical, health and travel insurance broker offering a free quote service with advice to expatriates. Quotes are available for:
- individual/family insurance
- group/company insurance
- income protection insurance
- term life insurance
- critical illness insurance
- personal accident insurance
- travel insurance
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.
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.
EXPAT INVESTMENT ADVICE, PORTFOLIO MANAGEMENT AND RETIREMENT PLANNING
Expat Focus is pleased to offer the services of a U.S. Registered Investment Advisor (RIA) and a UK Independent Financial Adviser (IFA).
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 all expatriates (offshore, U.S., or Canadian accounts)
- Estate planning for U.S. expatriates
- Retirement planning for U.S. or Canadian expatriates
- U.S. taxation services
The UK Independent Financial Adviser (IFA) specialises in the provision of a wide range of advice for UK expatriates, including:
- complete financial planning
- investments and unit trusts
- investment portfolios
- offshore and UK investment bonds
- pensions and retirement planning
- savings plans
- long term care
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.
Use of this website signifies your agreement to the Terms of Use/Privacy Policy available here.
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.