ROPS v Flexi Draw

Medallion Guarantee USA Stock Transfer on Death

Published / Last Updated on 10/08/2015

Increasingly, UK residents own US shares due to working there or working for US parent owned companies in the UK. The Medallion Guarantee video explains what is required on death for stock transfers.

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Expat & Offshore

Expat Pay Into UK Pension

Expat Pay Into UK Pension

Can an expat pay into a UK pension? Video explains the rules on UK pensions when overseas and the 5 year relevant individuals rule including tax relief even if ...

> 8y11m

Expat & Offshore

Expat International Financial Advice

Expat International Financial Advice

Video explains the do's and dont's for British Expats with financial advice outside the UK and Europe. "Hello again. Financial Advice for British Expatriates. So there are really a number of ...

> 8y11m

Expat & Offshore

Financial Advice Passport for Expat

Financial Advice Passport for Expat

Video explains the Financial Advice Passport for advice from the UK for British Expats in Europe under IMD and MIFID.Transcript"Hello there, Expatriate Financial Advice and something called 'Passporting'. [I] ...

> 8y11m

Expat & Offshore

Spain Law of Nationality on Death

Spain Law of Nationality on Death

Video explores Article 9.8 of the Spanish Civil Code for Law of Nationality on Death and test cases for inheritance tax and estate planning...

> 9y1m

Expat & Offshore

Spanish Inheritance Tax

Spanish Inheritance Tax

Video to explain the two tiers of Spanish Inheritance Tax for National Law and override laws in Autonomous Regions, resident and non-resident...

> 9y1m

Expat & Offshore

Spanish Inheritance Tax and Trusts

Spanish Inheritance Tax and Trusts

Video explains our view on the use of trusts for Spanish Inheritance Tax. There is also a huge, in depth, article in our Expat website www.expatadvice.com...

> 9y1m

Expat & Offshore

UK Statutory Residence Test

UK Statutory Residence Test

This video explains the three stages of the UK Statutory Residence Test with a full article at www.expatadvice.com...

> 9y1m

Expat & Offshore

Return UK Mortgage Problem

Return UK Mortgage Problem

Video highlighting the difficulty in getting a mortgage when you return to UK, some lenders make you wait 6-12 months. You may need to look at an offshore expat ...

> 9y3m

Expat & Offshore

USA Financial Advice in the UK

USA Financial Advice in the UK

UK financial advisers may not be authorised to give advice in USA or Canada and vice versa.This means that if you moved from North America to the UK and ...

> 9y6m

Expat & Offshore

Getting Your UK Pension Overseas

Getting Your UK Pension Overseas

If you have a normal company pension scheme then usually paying to you upon retirement is no problem.If you have an investment linked pension scheme then there could be ...

> 9y6m

Expat & Offshore

Expat Mortgage Problems

Expat Mortgage Problems

Some lenders do not offer buy to let mortgages and some of those who do may not offer them to expatriates. You must make sure the lender you are ...

> 9y7m

Expat & Offshore

Expat UK Mortgage

Expat UK Mortgage

There aren’t many lenders who will give a mortgage to expatriates to buy property in the UK.However there are lenders available.These lenders will look at your affordability for the ...

> 9y8m

Expat & Offshore

Social Security Overseas

Social Security Overseas

When you are working in the UK you pay your national insurance contributions and they contribute for your credit for a state pension. When you move overseas you are ...

> 9y9m

Expat & Offshore

Offshore Investment

Offshore Investment

An introduction to offshore investing for bank accounts and market related investments...

> 10y

Expat & Offshore

Commission Pirates

Commission Pirates

What to look for in a offshore financial adviser, some advisers overseas may charge large commissions for the simplest of services...

> 10y

Expat & Offshore

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Our Financial Advice Fees Quotes and Shop

Money Tips Cost of Living & Covid

Cost of Living & Covid

Markets & Alerts

Markets & Alerts

Expat & Offshore

Expat & Offshore

At Retirement Options for Pensions

Options At Retirement

Pension Transfers

Pension Transfers

Green Inv ESG SRI

Green Inv ESG SRI

Law, Wills, Attorneys

Law, Wills, Attorneys

Politics and Economy

Politics & Economy

ROPS v Flexi Draw