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Stay ahead with expert insights on wealth, retirement, and global financial planning, Clear guidance to help you make smarter decisions wherever life takes you.
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Our Expert Guides
From pensions to protection, our guides cover it all.Navigate every stage of your global financial journey with ease.
Living in Malta in 2025: A Guide for Every Expat
Malta, a picturesque island nation in the Mediterranean, continues to attract expats with its sunny climate, rich history, and vibrant lifestyle. Whether you are considering relocating for work, retirement, or a new adventure, this guide will provide essential...
Investment Bonds vs Platforms? Where Would Your Money Have Maximum Growth Potential?
Are you looking for ways to maximise your investment returns? Thinking about tax-efficient investing in the form of investment bonds? Or pondering whether investment platforms would be better? Then you've come to the right place. In this blog, we're about to explore...
Will a Retirement Income Gap Ruin Your Future? Take Control With This Guide
Would you face a retirement income gap if you wanted to (or needed to) retire early? If you originate from the UK or currently live there, are you one of the millions of people relying on getting the State Pension before you can retire? If you can't be certain that...
Assurance Vie – The Ultimate Expat Guide
Assurance Vie, directly translated to ‘Life Insurance’, is one of France's (and Luxembourg's) most powerful wealth management products. Aside from being a typical life insurance policy, this popular investment instrument allows the policyholder to create a...
Your UK Adviser Can’t Help You Anymore… What Now? Post-Brexit Financial Planning for Expats
Ah, the joys of moving overseas! New adventures, cultures, languages, and now... new financial headaches. But worry not! We are here to help if your UK financial adviser told you they can no longer assist you due to Brexit.With the UK’s departure from the EU,...
The Ultimate Guide to Navigating Modelo 720 for Expats Living in Spain
The Modelo 720 has been around for over a decade now. That doesn't mean there aren't still challenges in navigating the declaration process. This March, we've helped many of our global expat clients with their Spanish residency declaration requirements - inspiring...
ARTICLES
Latest Articles on Wealth
Stay ahead with expert insights and financial updates, Articles that keep expats informed, prepared, and confident.
Financial Advice for Expats in Italy: How to Work, Retire and Grow Your Wealth
Italy's Mediterranean climate, stunning 4,723 miles of coastline with some of the most beautiful beaches and seaside towns in the world, and a vibrant yet relaxed food and wine culture make it a dream destination for many. Living or retiring in Italy is a top...
Greece’s Expat Tax Regime: Comprehensive 2025 Update
Greece continues to offer attractive tax incentives for expatriates, particularly retirees and high-net-worth individuals (HNWIs), under its flat tax regimes. As of 2025, these programs have undergone significant updates to enhance their appeal and provide greater...
An Expat Guide to Living in France
If you are a UK citizen residing in or thinking about relocating to France, it's crucial to manage your financial affairs carefully. The French tax system differs significantly from that of the UK and other countries. There are strategies you can employ to potentially...










