Protect Yourself

  • How to manage your own portfolio
  • How to know the right questions to ask before investing
  • How to keep everything with daily liquidity
  • How to stop « Double charging » when buying investments
  • How to protect yourself from investing in Funds that can be frozen
  • How to reduce charges and increase returns without compromising your personal risk strategy


Duration : 90 minutes


Topics  covered:

  • Protecting your deposits
  • Choosing the right accounts
  • Understanding the EU directives and their reporting systems
  • Mortgages for the Expat


Duration : 60 minutes

Pensions , Savings and Regular Contributions contracts

 Topics covered :

  • Reducing charges
  • Choosing funds
  • When to buy and sell
  • Pitfalls and benefits
  • Understanding terms and conditions of institutions


Duration : 60 minutes

Structured Notes

  • Glossary of Terminology
  • Security
  • Fixed Rate Notes
  • Conditional Notes
  • Participation Notes


Duration : 90 minutes


  • What is QROPS ? (Qualifying Recognised Overseas Pension Schemes)
  • When it is worthwhile
  • What can be transfered
  • Benefits
  • Charges
  • Investment options
  • Tax situation


Duration : 60 minutes

Stock Market Trading

This course covers the basics of buying and selling stocks at the right time, trends and research to give you the edge.

How to create a balanced portfolio for income and growth without taking unnecessary risks.

Different strategies for long and short term trading.


Duration : 90 minutes


  • Who needs a will
  • Assets in foreign countries
  • Trustees
  • Beneficiaries
  • Writing of the Will
  • Storage


Duration : 60 minutes

Reducing I.H.T ( Inheritance Tax)

This course will enlighten you on how to reduce your I.H.T liabilities and the different types of Trusts that can be used. It also highlights the different treatment of the expatriate that is married to a foreign national.

  • Domicile law
  • Asset affected
  • P.E.T ( Potentially exempt transfers)
  • Gifts
  • Trusts


Duration : 120 minutes


Designed to educate members on life and health insurances that are designed especially for Expats.


Duration : 45 minutes

*All courses are explained in a clear and simple way and have a basic and advanced format.
*The courses have to be booked and are free to attend and will normally be kept to a maximum of 12 attendees and a minimum of 6.