TAX EFFICIENCY AND FINANCIAL PLANNING FOR BRITS IN ITALY – WEBINAR (NOV 2020)
TAX EFFICIENCY AND FINANCIAL PLANNING FOR BRITS IN ITALY – WEBINAR We hosted a two-hour live webinar covering the topics detailed below. If you’d like to receive a copy of the recording of this webinar then please get in touch with us via the contact form at the bottom of the page.
Tax Efficiency and Financial Planning for Brits in Italy – Webinar, 10th November, 2020
What Happens to my QROPS if I Move Back to the UK?
If you have left the UK and been advised to transfer your pension to a Qualifying Recognised Overseas Pension Scheme (QROPS) but now intend to return to the UK then you need to consider how this pension will now be treated. While many expats and professionals who have left the UK transfer their pensions to […]
Financial Planning Webinar for US Connected Persons in Italy
Are you an American in Italy or looking to move to Italy? Having trouble with your finances and investments? Join our webinar! We’ve teamed up with DUNHILL FINANCIAL and the American International Club of Rome to present an exciting webinar for US expats and US connected persons in Italy. EVENT DETAILS: WEDNESDAY 24TH JUNE, 3:30PM CET We’ll […]
Addressing the financial challenges faced by UN employees
If you work for the United Nations in Rome or elsewhere in the world you’ll be familiar with the financial challenges of understanding tax, saving and investing for retirement and the implications of being internationally mobile.
The Trouble with Financial Advice for Expats
From undisclosed commissions, unsuitable investments, high risk strategies and extortionate surrender penalties. The world of offshore financial advice is a minefield to navigate for expats. We expose the truth to help you avoid the risks of dealing with an offshore financial advisor.
Raising Standards in Financial Advice for Expats
Valiant Wealth are setting new standards in independent financial advice for international people and expats resident in Italy. This article was originally published by Italian Insider – an English language newspaper and website for expats in Italy.
Why Coronavirus Could be Good for your Pension
How to read beyond the headlines to fully understand the economic impact of the reaction to Coronavirus.
Coronavirus: A Measured View of its Impact on Investing
The outbreak confirms how closely connected the world is these days and how interdependent countries and governments have become. We discuss the impact on investing.
US expats in Europe find themselves in ‘no mans land’ as providers turn their backs
Tightening regulations on both sides of the Atlantic are impacting American expats. Here’s what to do about it.