Courses

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


Banking

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


QROPS

  • 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


Wills

  • 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


Insurances

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.