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 […]
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 […]
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 […]
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Understanding QNUPS for British Expats: A Comprehensive Guide
Table of Contents For British expats navigating the complexities of international finances, a Qualifying Non-UK Pension Scheme (QNUPS) can offer significant benefits. From tax efficiency to flexible investment options, QNUPS are a compelling choice for those residing outside the UK. This guide explores what QNUPS are, their benefits, and how they can fit into your […]
Tracing and Contributing to Your UK State Pension as a British Expat
Are you in the dark about your UK state pension? Confused about how the NEW UK state pension works? This article helps you to understand the contributions you’ve made, when you’ll start receiving your state pension and how to receive the full UK state pension.
Understanding INPS in Italy: A Guide for Expats
The rate of the INPS contribution to state benefits can sometimes take expats in Italy by surprise. Here’s the explanation.
The Age of the Italian Tax Incentive
Why Now is the Perfect Time for Expats to Move to Italy: A Tax Perspective If you’re considering relocating to Italy, there’s never been a better time from a tax standpoint. In recent years, Italy has introduced a series of attractive tax incentives designed to lure new residents: including retirees, high-net-worth individuals, and Italians […]