Serving US expats is a ‘difficult area for advisers’
‘There is a huge amount of nervousness in UK businesses’ to take them on as clients
Expat
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Dunhill Financial unveils robo-adviser for American expats
It will charge 0.5% a year in fees
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Irregular cash flows could scupper EU residency for UK expats
Life insurance bond and pension scheme payments must prove they won’t become a burden on the state
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What do Brits need to do to move to the EU?
Residency requirements are more complicated now the UK has left the bloc
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Advice firms in Asia report decline in British expat clients
While number of Chinese, local and south east Asian customers is on the up
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Wealth firms partner to set up Malta advice company
It will provide pensions and investment services to UK expats retired in the EU
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Ex-Lloyds and Barclays duo set up Isle of Man advice firm
Company will also offer services to UK expats globally
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DeVere finalises strategic partnership with UK advice firm
To provide financial advice to returning expat clients
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55% of EU advisers report surge in UK clients after Brexit
As a similar number eye European expansion now that a deal is in place
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Do Brits who overstay in EU post-Brexit face deportation?
Those lacking a visa and/or residency may be in danger of breaching EU visitor rules
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DeVere Group partners with UK financial planning firm
In a bid to offer advice services to returning expat clients
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Tax ‘sting in the tail’ if expats allowed to vote in UK elections
Being registered to cast a ballot could trigger liabilities, including IHT