Using Investments and Pensions for a Sustainable Retirement Income
Table of Contents Using Investments and Pensions to Generate a Sustainable Retirement Income As independent financial advisors working with expats, we understand the challenges of securing a reliable income in retirement that provides a desired level of living but also peace of mind that your resources won’t run out. Achieving this requires a strategy that […]
Market View, November 2024, by Quilter Cheviot
Table of Contents November’s commentary comes courtesy of our fund manager partners at Quilter Cheviot in the UK and has been written by head of Fixed Income research Richard Carter. The article below can be found in its original form on their website at here. The views expressed below do not constitute advice and […]
Investing using a Unit Cost Averaging strategy
Table of Contents Unit Cost Averaging: A Smart Strategy for Volatile Markets For expatriates and internationally mobile professionals, navigating the complexities of global markets can be challenging. Unit Cost Averaging (sometimes referred to as dollar-cost averaging) , is an investment strategy that can provide stability and growth opportunities amid market volatility. This approach involves investing […]
UK Autumn Budget 2024: Initial Impressions and what it means for British Expats
Table of Contents The Autumn Budget 2024 was one of the most-anticipated budgets of recent years. It is the first Labour budget since 2010 and the first to be delivered by a female chancellor, Rachel Reeves. In the coming weeks we’ll see how the dust settles and deliver a more detailed commentary and analysis […]
How Much Life Insurance Do Expats Really Need? A Guide for Internationally Mobile Professionals
Make sure your loved ones are taken care of financially. Calculate how much life insurance you need as an expat.
Market View, October 2024, by LGT Wealth Management
Table of Contents October’s Market Update comes courtesy of our partners at LGT Wealth Management. The article below takes a look at the third quarter of 2024 and the outlook for the coming months. The views expressed are not necessarily those of Valiant Wealth. The original article and other useful resources can be found here: […]
Cashflow Forecasting: An Essential Part of the Financial Planning Process for Expats
Table of Contents What is Cashflow Forecasting, and Why Is It Essential for Expats? Cashflow forecasting is a critical component of financial planning, particularly for expats living abroad. This process involves projecting your income and expenses over time, offering a detailed picture of your financial health and helping you make informed decisions about savings, investments, […]
Understanding MiFID and IDD: Why Expats in the EU Benefit from Firms Holding Both Licenses
Table of Contents Understanding MiFID and IDD: Why Expats in the EU Benefit from Firms Holding Both Licenses Navigating financial regulations as an expatriate in the European Union (EU) can be challenging, especially when it comes to selecting the right financial advisory firm. For expats, choosing a firm that holds both the Markets in Financial […]
Navigating Financial Matters During Divorce as an Expat
Table of Contents Navigating Financial Matters During Divorce as an Expat Divorce is a complex and emotionally charged process, but for British expats living in the EU, it can become even more challenging when combined with cross-border financial concerns. Whether you’re dealing with varying laws, multiple jurisdictions, or international assets, understanding how to handle finances […]
Why UK Financial Advisers Can No Longer Support British Expats in the EU Post-Brexit
Table of Contents If you’re a British expat living in the EU, you may have already felt the impact of Brexit on various aspects of your life. One area that has seen significant changes is financial advice. Due to the regulatory shifts brought about by Brexit, UK-based financial advisers can no longer provide the […]