Expat pension funds and currency exposure
by Des Cooney Ph.D. Director of Axis Financial Consultants based in Paris, France “Before you build your edifice, be sure of the…
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Buying Off-Plan: An Expat Checklist
by Ivan Doherty, Chief Operating Officer & Investment Advisor, IFG Asia Buying real estate in any country can often be time consuming…
Read more →Managing Currency Risk Part 2: Practical Guide to Building a Globally Diversified, Multi-currency Investment Portfolio
by David Kuenzi, CFP®, Thun Financial Advisors Introduction Currency issues are often one of the most vexing and least well understood issues…
Read more →International Mortgages – Better than ever and easier than you think?
by Stephen Burdett Cert PFS DipFA, MBL Financial With global interest rates at an all time low and international real estate prices…
Read more →The Importance of Writing a Will for Expats
by Ivan Doherty, Chief Operating Officer & Investment Advisor, IFG Asia There are many things that expats need to consider when assessing…
Read more →Managing Currency Risk Part 1: Principles of Sound Currency Management
by David Kuenzi, CFP®, Thun Financial Advisors Introduction Currency issues are often one of the most vexing and least well understood issues…
Read more →Commentary on the HMRC consultations on a statutory residence test and the taxation of non-UK domiciles
by Andrew Robins, Tax Director, RBC Wealth Management: “The consultation documents published today on the subjects of residence and domicile represent a…
Read more →Why State Taxes Make Roth Conversion a Huge Opportunity for Americans Abroad
by David Kuenzi, CFP®, Thun Financial Advisors Introduction This article analyzes how the exemption from state income taxation enjoyed by most Americans…
Read more →IRAs, Roth IRAs and the Conversion Decision for Americans Living Abroad
David Kuenzi, CFP®, Thun Financial Advisors Updated, December 2011; Originally Published December, 2009 Introduction Even under the most conventional of circumstances, American…
Read more →Capital Allowances On Furnished Holiday Lettings in Portugal – A Basic Guide
by Property Lynx Lda based on information provided by Davis Langdon LLP After the 2009 Budget, it was announced that the ‘Furnished…
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