Financial Planner tackles challenging expat case

Experienced Financial Planner Chris Daems, director of Financial Planning firm Cervello, has written about how he dealt with a tricky situation brought about by an affluent expat’s fast-changing retirement plans. 

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IFA warns expats to ‘no deal Brexit’ proof finances

The estimated 1.8 million British expats living in the EU should consider reviewing their personal financial strategies as ‘no-deal’ Brexit looks increasingly likely, the deVere Group has warned.

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Global expat numbers set to soar to 87.5m by 2021

The global expatriate population has reached 66.2m and is likely to rise to 87.5 million by 2021, according to an industry report from consultants Finaccord.

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Technical Update: Multi-jurisdiction Financial Planning

More and more clients – especially the wealthier clients who are more likely to use Financial Planners – have assets, income or liabilities in more than one jurisdiction. That may be for legacy reasons (emigration or retirement abroad) or business reasons.

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