Category Archive: Expat Investing

May 11 2014

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British Expatriate Investors Can Buy Index Funds From Anywhere In the World

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Image courtesy of pixabay.com British expatriates have far cheaper investment options than getting stuck with expensive, inflexible offshore pensions, such as those provided by Friends Provident, Generali Vision and Royal Skandia. Instead of paying roughly 4% or more each year, index investors could pay 1/12th of this cost.  And unlike most offshore pensions, they could …

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Permanent link to this article: http://andrewhallam.com/2014/05/british-expatriate-investors-can-buy-index-funds-from-anywhere-in-the-world/

May 10 2014

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Can Canadian Expats Enjoy The Most Tax Free Portfolio In the World?

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Image courtesy of pixabay.com Horizon Canada just offered a swap based Canadian bond ETF, which will be trading on the Toronto stock exchange tomorrow. http://www.horizonsetfs.com/pub/en/etfs/?etf=HBB&tab=overview Horizon already offers a Canadian and U.S. swap-based stock ETF.  By coupling these equity indexes with this new bond offering, expats won’t have to pay capital gains taxes or dividend …

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Permanent link to this article: http://andrewhallam.com/2014/05/can-canadian-expats-enjoy-the-most-tax-free-portfolio-in-the-world/

Apr 07 2014

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Does International Financial Services (Singapore) Flog Friends Provident Products?

It’s getting tougher for expatriates to trust financial advisors—and that’s a shame.  Some good ones exist, including Noto Financial Services and Thailand-based Creveling & Creveling.  But they’re not as common as they should be.  Reports from investors in South East Asia are implying that International Financial Services (Singapore) is selling Friends Provident Offshore Pensions.  While …

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Permanent link to this article: http://andrewhallam.com/2014/04/does-international-financial-services-singapore-flog-friends-provident-products-2/

Jan 09 2014

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Expat Index Investors Should Duck U.S. Estate Taxes

Non-American expats with U.S. listed stocks or ETFs might consider making a switch. U.S. estate tax laws suggest if an expat owns more than $60,000 in U.S. listed stocks or funds, and gets hit by a bus or eaten by a crocodile, their heirs will feel the bite.   By investing on a different exchange, …

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Permanent link to this article: http://andrewhallam.com/2014/01/expat-index-investors-should-duck-u-s-estate-taxes/

Dec 13 2013

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Friends Provident International Faces A Cold Reception

Last week, I received a phone call at work.  “One of your friends gave me your name and number,” the caller said.  “I can help you save money on taxes.  When would you like to meet?”  Truth was, he was lying.   None of my friends gave him my name or contact information.  Instead, he …

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Permanent link to this article: http://andrewhallam.com/2013/12/friends-provident-international-faces-a-cold-reception/

Dec 12 2013

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Does International Financial Services (Singapore) Flog Friends Provident Products?

It’s tough for expatriates to differentiate between high cost and low cost financial advisors.                            

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Permanent link to this article: http://andrewhallam.com/2013/12/does-international-financial-services-singapore-flog-friends-provident-products/

Jul 07 2013

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Royal Skandia…On The List of Legal Corruption?

The stories of heartache continue rolling in from investors feeling duped by groups like Friends Provident, Zurich International and Generali Vision. But it wouldn’t be fair to ignore the horrific costs of Royal Skandia.

Permanent link to this article: http://andrewhallam.com/2013/07/royal-skandia-on-the-list-of-legal-corruption/

Jun 28 2013

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Zurich International, Friends Provident and Generali Vision Have Costly Kissing Cousins

More stories about exploited expatriate investors are starting to hit the news. Here’s another shocker!

Permanent link to this article: http://andrewhallam.com/2013/06/zurich-international-friends-provident-and-generali-have-costly-kissing-cousins/

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