Expats’ EHIC-Style Rights Guarantee a Step Closer

Expat financial advice is a must for any British expat living in Portugal, Spain or Italy to ensure they meet their cross-border taxation obligations while also making the most of the financial growth and preservation opportunities available to them.

However, there is no off-the-shelf recipe for success in this regard. Instead, expat financial advisers need to take full account of every client’s individual circumstances before recommending any product or strategy.

Furthermore, the parameters affecting expat investors are subject to jurisdictional differences and change, so it is not only essential that expat financial advisers stay abreast of their clients’ changing needs and circumstances but also the changing legal and regulatory environment in which their investments operate.

400 years of Shakespeare and we are still pondering over the question! 

I recently returned from London – more specifically the City of London – and was rather surprised to find out that the financial ‘experts’ were still in a state of flux, arguing over the theoretical economical fall out, on the day after of the fast approaching in/out referendum. I came to the conclusion, after pouring through reams of editorial columns from “would be” financial gurus, that the prognosis relating to the likely impact on the FTSE100 on the 24th of June – the day after – was that the general consensus converged on a simple equation; if the in campaign wins the day, there would be an immediate 5% appreciation. Conversely, if the out campaign has it, the FTSE100 would suffer a dramatic 10% loss.