Who would you trust with your financial affairs? Today we offer a guide to choosing the right financial adviser.
Tax planning, pensions, investments, legal knowledge of financial matters, insurance, succession planning, probate, inheritance tax planning, trusts and related issues are often a maze of confusion to expats. Having a decent independent financial adviser is the key in helping you cut through the red tape and possible misunderstandings.
Misconceptions and low awareness about these subjects abound among expats. Many people who discuss their affairs with me are simply unaware of potential pitfalls. Others have old-fashioned ideas and values but when they realise there are more practical ways that work to their advantage, they gladly listen.
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