Category Archive: British

May 11 2014

avatar

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

britishbunting

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 …

Continue reading »

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

Jan 09 2014

avatar

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, …

Continue reading »

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

Nov 26 2010

avatar

How British Expatriates Can Invest Using Index Funds in Singapore

form

Author’s Note:  Many of the comments below will no longer apply to this updated post.  Because of U.S. estate tax rules, I created the model portfolio on this post utilizing ETFs (indexes) that trade on the UK market.  An expatriate living outside of the UK would not have to pay capital gains on such products, …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2010/11/how-british-expatriates-can-invest-using-index-funds-in-singapore/

banner