by David Kuenzi, CFP®, Thun Financial Advisors October, 2011 Article Summary: This article examines the new FATCA law (Foreign Account Tax Compliance Act) and explains the significant impact it will have on Americans abroad. It details how the legislation will force foreign financial institutions to directly report to the IRS on assets held by … Continue reading
by Tom Zachystal (CFA, CFP), Expat Focus partner and President of Individual Asset Management You have worked hard to build a nest egg and would like to invest your money in order that it work for you to provide for the lifestyle you desire; but while searching for investments or investment advisors you find it … Continue reading
There are numerous issues that need to be addressed when moving to a new country and it seems the more “developed” your new country of residence, the more important it is to understand and follow regulations. Individual Asset Management provides financial planning services to non-US citizens living and preparing to live in the United States, … Continue reading
Simon Hilton is a senior foreign exchange consultant at World First specialising in assisting private clients and companies with their foreign exchange transactions. Simon is authorised by the FSA to offer foreign currency options. To contact Simon directly for currency transfer information or a no-obligation quote please click here. Expat Focus: Simon, can you tell … Continue reading
In this edition of the podcast (download here or listen online from 07:40 onwards here) we talk to UK expat tax specialist and Expat Focus partner Oliver Heslop about some of the basic issues British expats, or those who have moved to the UK from abroad, should be aware of regarding UK taxation. Oliver worked … Continue reading
Welcome to Expat Focus: Money, the expat and offshore financial blog of ExpatFocus.com. Expat Focus: Money aims to inform and educate anyone interested in expatriate financial issues. In addition to offering our own original content we will also be highlighting the very best online resources for our readers. If you would like further information about … Continue reading