Expat advice company opens office in Bordeaux
It will be headed up by senior advisers Jean Pierre Çarçabal and Malcolm McDowell
Chase Buchanan
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How will UK/EU financial services agreement impact advice firms?
MoU ‘is a welcome commitment from both sides’
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Portugal set to u-turn on golden visa axe?
Country announced several months ago it was scrapping the scheme
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How will potential EU changes to residency rules impact UK expats
‘Any way of simplifying the complicated and confusing laws around EU residency is very much to be welcomed’
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How can the advice industry improve public opinion of IFAs?
Lack of financial education and opacity around charging ‘contribute to a lingering sense of suspicion about the profession’
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Expats save over €1bn in tax with Portugal NHR scheme
It ‘has proved to be hugely successful in attracting wealthy individuals’ to the country
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EU proposes regulatory changes to ‘protect and empower’ retail investors
It confirms inducement ban will be for ‘execution-only’ sales
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Global wealth firm sets up expat LTA advice service
Removing the lifetime allowance cap has ‘significant repercussions for those saving towards retirement’
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EU set to backtrack on plans to ban financial product commissions
Reported u-turn will put Europe ‘even further behind the US and UK in promoting fair outcomes for investors’
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Will Spain scrap its golden visa programme?
Pulling the plug could be ‘counter-productive’
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How changes in US retirement laws impacts client advice
They will affect both those saving for later life and those approaching or already in retirement
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Greek advice market set for US expat boom
Following the closure of the Portugal golden visa scheme