Insurance
Private Pension Plan in UAE, Dubai and Abu Dhabi – You Could Get A Better Pension
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Points of interest of Private Pensions Plan to the Private Sector
- Private Sector is thought to be more productive. Private Pension Plan in UAE, Dubai and Abu Dhabi has benefit thought processes to increase best return for financial specialists; generally individuals will look somewhere else. This implies in principle, private annuity firms will take great care of the ventures.
- Governments don’t contribute benefits commitments. In principle, individuals pay charges to make annuity commitments, be that as it may, government once in a while contribute this cash. Rather they pay benefits installments out of current use. This implies with a maturing populace, they will battle to pay the benefits duties.
- Evade Higher Taxes. Private benefits empower the legislature to bring down duties. Ostensibly lower wage expense may build motivating forces to work. Bring down enterprise duty may expand motivating forces for business interest in the UK.
- Maturing Population. A genuine issue the administration appearances is that the % of individuals more than 65 will increment. This implies an expansion in the reliance proportion. Essentially, there will be more individuals getting benefits contrasted with the quantity of individuals working and paying wage assess. This will leave a dark opening in government accounts, depending on private pension would keep away from this issue.
Issues of Private Pensions Plan UAE, Dubai and Abu Dhabi
- It will require investment to change. The administration has made a guarantee to individuals in work they will get a state annuity. The administration can’t turn round and tell individuals nearing retirement age that they are not going to respect these duties. They could state to youngsters that they need to get a private benefits, in any case, this implies the administration will even now be paying state annuities for 20,30 or 40 years.
- Private Schemes once in a while fail. The monetary emergency highlights the way that private back firms can go bankrupt. In the event that individuals put resources into a private plan, that plan may go bankrupt and individuals will be left with nothing for retirement. This has as of now occurred with some private benefits plans. In this manner, there is a desire the administration will venture in and safeguard those beneficiaries who have seen their private plan fall flat. The fact of the matter is you can’t depend on the free market to ensure benefits.
- Advertise Failure. You could state putting something aside for an annuity is legitimacy decent. – People might be not able or unwilling to spare. Thusly, when individuals achieve retirement they will have deficient supports and will be moderately poor. On the off chance that there is no security net, they could be completely poor. A state annuity implies everybody is compelled to add to their benefits by duties.
- The issue with depending on the private pension part is that it would prompt extraordinary disparity. Some generously compensated specialists can bear to spare to a private pension benefits. Be that as it may, low paid labourers, with high living expenses, will most likely be unable to manage the cost of many benefits commitments. In this way, when they resign, they are left with nothing – expanding disparity inside society.
Different issues – issues with means tried top up annuities diminish motivating force to spare.
By and large overall
The answer for the private pension plan emergency is not to move trouble onto private part. A superior arrangement is to make individuals work longer – an impression of developed future in UAE, Dubai and Abu Dhabi.
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Source: https://expatwealthcare.tumblr.com/post/160221764927/private-pension-plan-in-uae-dubai-and-abu-dhabi
Investment Plans UAE Expats Savings Alternatives – Invest in Imperial Avenue
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“I almost agreed to accept a 10-year arrange however halted when my closest companion said ‘Kindly don’t do this, I did it and lost a lot of cash’,” he says. “I didn’t especially know where to contribute my cash. I had a few supports in the UK and thought ‘I am in budgetary administrations and I don’t know where to contribute stuff’.”
To help expats stay away from the pitfalls of contributing while abroad, Mr Stefan set up a non-benefit online discussion a month ago called Investment, which offers exhortation on what to maintain a strategic distance from with regards to picking speculations and how to avoid deceitful guides. He additionally anticipates helping gatherings of individuals, for example, instructors, deal with their accounts through addresses and classes.
Best Mutual Fund Investment in UAE, Dubai and Abu Dhabi – Invest in Various Mutual Funds
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In-line with our promise of giving you the best Mutual Fund Investment UAE to invest in every year for Dubai andAbu Dhabi, Expat Wealth Care has released its portfolio of recommended mutual funds to invest in 2017.
What’s changed from the 2016 portfolio?
Expat Wealth Care has many strategic relationships with financial institutions and investment companies, subsequently enabling us to provide access to a plethora of investment opportunities in the form of Mutual Funds UAE, Exchange Traded Funds (ETF’s) and Direct Equitie.
We work closely with JP Morgan, Fidelity, Schroder, Vanguard, PIMCO, Morgan Stanley, Templeton, INVESCO and Hannaford Genuity Wealth Management to name a few.
How are these funds selected?
We follow a rule based, scientific approach to select Mutual Funds Dubai which helps us shortlist a curated set of funds from the universe of 3000+ equity mutual funds alone. Expat Wealth Care has a firm understanding of the markets and the investments that are available to us. With this in mind, we offer an average return of 7-8% per annum. So whether you are looking to plan for retirement, save for your children’s education or simply have an existing portfolio or a cash lump sum in your bank account, we are able to offer the solution that meets your needs.
Debt/Tax saving funds to invest in 2017:
We also have a scientifically selected portfolio of Tax Saving (ELSS) and Debt funds for you to choose from based on your requirements. Furthermore, we offer our client’s access to our Private Client Portal which offers real time valuations. The Portal also offers a handful of analytical tools which only enhances the review of performance even more so. The Portal is linked to every major financial institution as well as Trust Net Offshore, to provide the most accurate information on a daily basis. If you would like some investment vehicles guidance or would like an impartial view on what you already have in place, please feel free to get in touch with us.
We recommend the following related reading:
- Performance of our mutual funds portfolio
- Why Is Expat Wealth Care Recommending Exchange Traded Funds (ETF’s)? Click here for our FAQ on Portfolio Change
Source: http://mutual-funds-plan.blogspot.in/2017/04/best-mutual-fund-investment-in-uae.html
Planning to Investment Vehicles in Dubai – For Non-US Investors
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This year, Planning to Investment Vehicles in Dubai, UAE and Abu Dhabi is sparkling a light on the overwhelming effect of vector-borne sicknesses. These sicknesses cause more than one million passings every year and leave many millions more crippled, distorted, visually impaired or just excessively wiped out, making it impossible to work or go to class because of their long haul impacts.
For us at Expat Wealth Care for Investment Plans in Dubai, Abu Dhabi and UAE, our underlying discussion about these infections as a potential venture opportunity started over a cappuccino at the bistro in our Dubai office one evening in 2006 while perusing an article by Andrew Jack in the Financial Times. This article highlighted how disregarded tropical sicknesses (NTDs) influence more than one billion of the poorest and most underestimated individuals on the planet. We discovered that pharmaceutical organizations had given the medications expected to control and wipe out these illnesses, yet that these medication gifts weren’t as a rule completely used on the grounds that nations didn’t have the assets expected to convey the drugs to those in need.
The venture suggestion turned out to be quickly evident to us. For each 50 pennies contributed, we could use $10 in gave drugs, guarantee that a man at danger of these sicknesses is dealt with for a whole year, and reinforce nearby wellbeing frameworks so nations could better treat these illnesses all alone. It was one of the best purchases in worldwide wellbeing we had seen and a model that could be scaled. We were roused by the acknowledgment that ailments, for example, Investment Vehicles and Investment Plans visual deficiency could reach an end in our lifetime.
We did our own particular research and due steadiness, ventured out to Africa to meet with government pioneers, drew in driving researchers and non-administrative associations, concentrated the ebb and flow worldwide procedure to treat these maladies, and distinguished where private altruism could have an outsized effect in advancing the entire cause.
Furthermore, we have been excited to see the outcomes. In Burundi, national schistosomiasis predominance was diminished from 12% to 1.4%; pervasiveness dropped from 18% to 2.6%; and blinding levels dropped from 13% to 3% from 2007 to 2012. Individuals were more beneficial and could backpedal to work and youngsters missed less days of school, similarly as we had perused about in before critical reviews in this field.
When we had the information to exhibit that controlling these illnesses was conceivable and private charity had an imperative part to play, we couldn’t hold up to get more individuals included. This drove us to dispatch the Fund, a venture vehicle where other dynamic altruists and social financial specialists could meet up to put resources into NTD control crosswise over Africa and past. We needed to give others this amazing chance to transform cash and thoughts into genuine, quantifiable effect in enhancing individuals’ lives. We were additionally fortunate to meet Bill Campbell, a New York-based JP Morgan Chase official and giver, on one of our outings to Rwanda who shared our energy for NTDs and consented to go along with us as Chair of the END Fund board. Since the END Fund propelled in mid 2012, this developing group of financial specialists has possessed the capacity to treat more than 40 million individuals at danger of NTDs in 15 nations, prepare more than 100,000 neighborhood wellbeing laborers on NTD control, and convey countless dollars of gave meds. What’s more, we keep on growing as new and attentive accomplices join our endeavors.
I was respected to be in Paris this previous week to go to the occasion and share Expat Wealth Care involvement in Dubai and Abu Dhabi. My proudest minute was to see Dr. Onésime Ndayishimiye, the NTD Program Manager from Burundi, in front of an audience with Bill Gates and Margaret Chan and hear him discuss how his nation had adequately controlled wiped out blinding. Burundi was held up as a model of what was conceivable. I was with Dr. Onésime in a remote Burundian town years back observing a NTD mass medication organization. He talked so enthusiastically then about how he wished his kindred Burundians did not need to experience the ill effects of these illnesses. To be a piece of making this blessing from heaven has been to a great degree compensating for every one of us at Expat Wealth Care and an extraordinary articulation of our main goal “to create and assign the capital and thoughts that can help other people flourish.”
Things being what they are, the reason does a Dubai-based speculation assemble think such a great amount about vector-borne ailments? Since a little nibble from a fly or a mosquito is in reality a major risk to our aggregate success. We have seen firsthand that the finish of these sicknesses is conceivable. Furthermore, the ROI on this speculation is one of the best we’ve at any point seen.
Source: http://investment-vehicles.blogspot.in/2017/04/planning-to-investment-vehicles-in.html
Choose the right UK Pension Transfer plan – HRMC has three plans for you
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Are you planning to retire? If you are, you must be taking care of the UK Pension Transfer amount that will be received by you after your retirement. This pension value and volume or the tax included in them might differ, dependent on the scheme you choose. Definitely, all the private and corporate pension plan schemes in UAE, Dubai and Abu Dhabi are controlled and inspected by HRMC, but you must know the different terms and condition that are to be applied in each of the cases.
If you are already a pensioner and you think that the pension amount is too low, then you can go for additional supports. If you are going to receive your pension in some other nations, then the pension scheme changes and if you are going to ask for a pension, although you are a Non-UK pensioner, then another pension scheme is applicable for you. Here is the detail of the three plans, made available by HRMC, for UK Pension Transfer.
Top three Pension plans by HRMC
SIPP – This is the plan of pension where the investment is made by the pensioner himself. The payment of this pension scheme is applicable for any one, who wants an additional pension value that that he or she receives, after his retirement. This plan and the return that is availed from the pension scheme is taxable under the HRMC sections.
QROPS – This is the pension scheme for those who are not exactly retiring, but leaving the job in UK and making UK Pension Transfer to another jurisdiction. It is applicable in four places, including New Zealand and Malta. The income here will be tax free, in terms of UK HRMC, but tax might apply, in the nation, where the jurisdiction is changed. So, for the tax part, you will have to consult with the tax policy of that jurisdiction, where you will be transferring the pension.
QNUPS – This is the pension scheme for the Non-UK assets and cashes. It is a new inclusion from the end of HRMC, introduced in the year of 2010. This is the latest overseas pension scheme that is applied for the UK pensioners.
Benefits of the private and corporate pension plan scheme for you
All the three methods are initiated by the HRMC with the motive to provide a better control on the pension amount. The pension plan schemes are helpful indeed for the pensioners. There are several things that a pensioner will get from the schemes. Some of them are discussed here:
- The value of pension will be transferred to the family of the pensioner, where there will no applicable tax. This will help to support the family of the pensioner, in case of his or her death. His or her dependents will get the support when the pensioner demises. In other cases, it is applicable too, especially when the value is pre-drawn. Tax is not applicable in both the cases, although there are some of the applicable laws here.
- This is the process where all the UK based pensions can be amalgamated. Thus, the full asset can be managed and supported by the pension schemes.
- The above pension schemes are going to arrange the complete investment of yours, including the investments that you maintain in the off-shore banks. In case, you cannot control them by yourself, there are some of the top companies that assure to make the best arrangement of Private / Corporate Pension Plan. Take the help from them and make your assets arranged accordingly.
- You can access the different client portals with the pension scheme. This will help you analyse the performance of your assets and your liquid cash.
- The income that you will be getting from the pension schemes is complete free from tax. This includes the condition of the off-shore jurisdictions, if you have chosen the off-shore plans. The best plans are with you and that is applicable through the help of some of the top agencies.
Now, the whereabouts of the total pension plan has been stated above. You will have to choose the best plan for yourself and simply go for that. In case you need any assistance, check out some of the top firms, who take care of the UK Pension Transfer. There are many firms which are offering this service and you need to research well on the market to know which among them is best and can offer you the service in the desired manner. Just consult with them and find the different legal and asset related key-works fixed for you. It is your income and your life. You need to secure that and lead a healthy and stable life. HRMC is ready to assist you, just you will have to pick up the right option, applicable for you.
Source: https://expatwealthcare.tumblr.com/post/159407058547/choose-the-right-uk-pension-transfer-plan-hrmc
Secure you life with best policy of Life Insurance UAE
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We normally plan Life Insurance in UAE, Dubai and Abu Dhabi with various types of financial planning for the security of our life and our family and among them doing proper planning for our families life in our absence is the most important. Life is very uncertain and we never know when our life will change its’ track. If any mishap occurs to us, this planning for the life will save us and our family. During any adverse situation in our life, if we go with proper life insurance plan, we will get financial support after a certain time period or after the demise of the person for whom insurance taken.
Know more about life insurance
Life insurance policy is a contract between the assurer and the policy holder. According to this contact the assurer or insurer agrees to pay a benefit to the policy holder after a certain time period in exchange of premiums. We can notice the use of the concept of life insurance in the year 1706 and there was a contact between William Talbot and Sir Thomas Allen. Since then, lots of modification done to this policy to make it more convenient to the people in general. Basically, life insurance can be categorized into two major areas.
- Protection policies
- Investment policies
Benefits of life insurance
In recent days it’s mandatory for all in UAE to opt for Life Insurance UAE to make life secured and protected. Various insurance companies offer a wide range of policies keeping in mind the different needs of an individual. There are several features of life insurance which are beneficial to us.
- Covering risk: With this feature we can give our loved one a secured and happy life in case there is any occurrence of any mishap happens in our life.
- Proper planning for life: If there is any untimely death of any family member, especially the earning member, then this long term investment will be a great support to fulfill the basic needs of the family.
- Safeguards against any illness: Suffering from critical illness increased a lot and we can get huge support in paying the bills of hospitals and treatments with suitable life insurance cover.
- Savings for the life time: Life insurance is a long term investment and this is a safeguard to the policy holders and their families.
- Tax benefits: Every insurance policy is well facilitated with all tax benefits and hence whatever premium we pay we will get deductions on that as per income tax rule.
Do’s and don’ts with Life Insurance Dubai
A suitable life insurance policy can make our life safe and protected and here we should be aware of certain point before availing a policy for Life Insurance Dubai.
- Check out basic options: There are mainly three basic options which must be taken into consideration. The level term, life term and decreasing policy are the points to be noticed properly. According to your need you can opt the suitable option.
- Considering linking mortgage with insurance policy: you can consider the life insurance policy more specifically to link it with mortgage payment even after the death of earning member of the family.
- Reduce your debt: If you are under the coverage of death in service with the employer then this life insurance policy can reduce your projected coverage requirement.
- Waiver of premium: You can have waiver of premium if you go under suitable life insurance policy. This policy can support you in your future inability to pay any premium.
- Never hesitate to assess the right policy: You can make your life well secured only if you can choose the policy after proper assessment. After assessing the proper coverage you require you can opt for the best Life Insurance Abu Dhabi. Joint life policies are comparatively cheaper and if you have your partner then go for joint policy for better cover and lower premium. Look for such policy which will pay out for the regular needs of the family after your demise or inability to work.
- Not to smoke: Being a potential insurer as non smoker will make your insurance premium lower and hence it is suggested to stop smoking for at least 12 months so that you don’t get your insurance premium reduced for more coverage. If you are a smoker then for an insurance company you are a risky client and your premium will be doubled.
- Review policy annually: Annual policy renewal is a must to do job and should be kept in top priority in order to keep your insurer updated about the latest changes in your life for getting prompt service at the time of need.
So, be ready to get quotation by mentioning all your details and speak to the experts of a trusted broker firm to have the right policy. There are different types of insurance policies which will keep you and your family members safe and protected from any unforeseen situations.
Source: http://expatwealthcare.blogspot.in/2017/04/secure-you-life-with-best-policy-of.html
Critical Illness Cover with – Easy Life Insurance Plans in Dubai
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Protect yourself and your family in times of uncertainty. 36 critical illnesses covered. Our lives are fraught with difficulties and so to safeguard ourselves from accidents or mishaps we need to protect ourselves. So what would do we do? Life insurance policies in Dubai, Abu Dhabi and UAE can be the most effective way by which we can protect or at least insurance ourselves against these uncertainties. But there are certain things that you should keep in mind while investing in life insurance policies.
These Things to be kept in mind:
Businessmen should go for Key Man Life Insurance Policy. This type of insurance is taken to safeguard the business organization from financial losses in case of the death of one or more employees or owners. Any person can be a Key Man provided they should be either director of the company or key project managers or key sales people or people with specific skills occupied in a particular business. This it also helps the company in its tax planning and protects the immediate families of the businessman from getting affected by the vagaries of the company.
Shareholders should go for Shareholder Protection Plan Saudi Arabia. This not only helps the shareholder but also the deceased shareholder’s family as they can realize the value of the business interest. The shareholders thus can reduce the risk involved in their business. Stefan Terry provides financial assistance to various corporate companies.
Life Insurance should be a must:
Every person needs life insurance cover to his or her personal debts, medical plan and funeral bills. Therefore insuring yourself and your business should be one of your main concerns until you have enough assets to cover the expenses after you are gone. Moreover, even if you are single, you still need to insure yourself.
Thus it is clear from the above discussion that insuring oneself and ones business has various advantages. Although insuring may initially involve some costs but it will definitely benefit one in the long run. So, leave all the stress aside and let your insurance policy deal with them, while you rest at peace and enjoy a carefree life. One cannot predict future disasters or mishaps that may happen in your life but through insurance, you can protect yourselves from them and live a happy life!
Source: http://expatwealthcare.blogspot.in/2017/04/critical-illness-cover-with-easy-life.html
Get best assistance for expats financial planning from expert advisor Stefan Terry
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Expats in any country most of the time feel insecure due to lack of proper financial planning. To make correct financial planning expert guidance and advice is always needed. The expert financial advisor always makes the best effort to support customers for planning.
Dubai is one such destination of the world which acts as a home to a huge percentage of expats from different parts of the world. Dubai expats need the guidance and support of such experts who can open up new avenues in front of them to plan for future well. Stefan Terry is one such expert of the financial world in Dubai on whose suggestion you can blindly trust and can make your future secured.
Types of planning which expats must due in Dubai
Estate planning: Estate planning solutions are made for High Net worth Individuals and to get the best assistance in this regard getting in touch with the experts of Expat Wealth Care will always be the best option. The areas which are to be considered for proper estate planning are
- Investment planning related to accumulation of capital
- Tax Planning
- Distribution of wealth
- Succession in planning
- Tax implications such as inheritance tax etc
While doing the investing planning the expats may think of the amenities that they can get from these planning. Check out the list below
- Application of highly governed security is done
- Confidentiality is another important advantage in this plan. Minimal reporting for the assets of the expats within these jurisdictions is done
- The biggest advantage for Expats is that these investment planning will not be included with any tax on capital gain.
- A perfect structure of estate planning is included without any tax liability. So, it can be said that the gross roll up is always available without any tax liability.
- With this wealth care plan, one can become able to protect the assets.
- These investment management planning is included with mutual funds, investment in direct stock, investment with structured notes, modified non-listed funds and many more.
Retirement Planning: Retirement planning is one of the important decision of life which if not done properly can hamper the well being of a person in retired life. Everyone needs to opt for timely planning for retirement so that after retirement one can get the best benefit. People who lives as an expat in a country, he or she should take necessary step to have proper offshore pension plan. To get in touch with Stefan Terry will be the best option. His guidance and advised planning options will also be extremely helpful in getting the best tax saving.
This is also important to know whether these retirement plans are governed by Tax implications and Act of Government Pension or not. Generally these expat retirement and pension plans are not governed by these rules and hence the growth is completely tax free. The selection of the retirement age is totally dependent on the customers themselves and at the time of retirement they will be able to draw the maturity amount. These offshore pension plans is available with greater flexibility.
Investment advice and expert portfolio management: For doing proper financial planning, having perfect advice from professionals is a must. The professional planners will do the necessary task for helping the expats in having the best plan. They work directly with many reputed financial organizations which always deal with lots of financial planning. In the market these expat investment planning are widely accepted. Such planning’s are able to give a good return of 7 to 8 percent per annum. The famous Financial Planner always offers the best service so that you can easily opt for the best plans like
- Education plan for the children
- Savings on any existing portfolio
- Savings in cash within your bank account
The customers will also be able to visit the client portal from where they will get the real time valuation. Expats here will also be able to get in touch with various analytical tools which will help to review the performances done by these professionals.
Proper education planning: While expats are opting for proper planning for wealth management, they also need to take a look at the best education planning so that in future children will not suffer at time of opting for higher education. Recent days, the cost of education has gone up a lot and hence proper planning for education is a must.
This is always necessary to think about doing investment in children’s education plan quite in advance. The experts will guide all to have the best solution in having the best education plan. The expert will suggest the expats how they can spread the expenditure regarding education over many years so that there will not be any burden on any particular year.
Investment in SIPP: SIPP or famously known as Self Invested Personal Pension plan is an excellent tool for those who are retired and living as expat in a country. In the countries like UK, SIPP has become too famous. SIPP is a bit different than that of simple pension plan. SIPP falls under the HMRC tax rule in UK and hence tax will be applied on the drawdown amount in the person resides back in the country.
Investment in QROPS and ONUPS: Qualifying Recognized Overseas Pension Scheme in short QROPS is the perfect plan for those who do not want to retire in UK and those who want to transfer the pension drawdown to other countries. This is tax free pension but this depends on the jurisdiction where the pension amount is going to be transferred. This is also dependent on the rules of double taxation of the country.
ONUPS is another special pension scheme for those who are non-residents. This scheme is also under HMRC. According to this plan, the assets and cash which are not eligible for having relief under tax rule, will be contributed.
Those above mentioned three schemes, SIPP, QROPS and ONUPS have become quite famous in recent days and these will control the pension earned by the expats. While any expat is going to have these schemes, he or she will be thinking regarding the benefits that they can have. Here we can take a look at the benefits that are available while having these pension schemes.
- These schemes will provide 100 percent value of the pension to the family of the pension holder.
- With these schemes, it will be easier for you to accumulate all pension schemes under one wealth management scheme according to the date of retirement etc.
- These schemes can be controlled by the persons themselves. The expats can control the process of their own.
- The expats are eligible to access the personal client portal and this will offer them to have the perfect analysis of the performance.
- These are actually a tax free income however the tax liability depends up to the country of residence at the time when the amount is withdrawn.
Offshore Banking: Offshore banking is also known as the best way to do wealth management. Stefan Terry Dubai guidance will assist in having the best offshore banking. The professionals always work nicely with various reputed offshore banking corporations to offer the best help.
Planning with life assurance: Life assurance is known to be the base for a secured future. Life Insurance is a must to opt planning choice to protect your family from any uncertainty.
- This will cover the mortgage involved with any property. Hence, the family of the expat will face relief.
- This scheme is able to cover the cost of education of the children.
- This is the best way to plan for inheritance tax.
- Proper planning for life assurance will be great for having an income to the family.
The professionals are always in direct connection with the various professional health insurance companies and thus they can offer the best advice and guidance.
Here every expat in Dubai must be thinking of how to get in touch with the famous and reliable professionals to get the best help. Well, the best option is to go through the website of Expat Wealth Care. From the website it will be easier to know how these professionals are assisting and offering the best advice.
From the website, one can go through the testimonials section to get a complete idea regarding the exposures of these professionals for wealth management can be obtained.
Again, if anyone is thinking of how to get in touch with these professionals then all need to fill up the contact form mentioned in the website. In the contact form, every necessary detail is required to be mentioned such as name, phone no, email id and the type of financial assistant a person is looking for. After submitting the contact form, the professionals will take a look at your application and will contact with you at the earliest.
Again, here one can also get the choice for subscribing for newsletters and these newsletters are extremely necessary to take a call on exact planning for wealth management.
Source: http://expatwealthcare.blogspot.in/2017/03/get-best-assistance-for-expats.html
Trust the financial guidance and advice of Stefan Terry for expats
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Are you an expat in Dubai or in any other country in the Middle East? Do you feel that you need to take professional help from the expert financial advisor to have the best service? Well, the getting in touch with Expat Wealth care will always be the best option.
If you are interested to get more details about the company then you will need to go through the websites of these companies. The company started is in this service for nearly seven years and Stefan Terry is the prime person of this company. Stefan Terry is the chief wealth officer and he knows everything regarding scrupulous methods related to client management. He is also well knowledgeable in offshore investment.
Know why expat need support of financial planner in Dubai
The expat who lives in Dubai or in any other country in Middle East always lead a different lifestyle than rest of the world. Due to the difference in culture and lifestyle, expats here require to be very cautious in making expenses. Hence, they need to do proper investment planning so that they can save their wealth properly. So if you are also an expat here you need to take help of Financial Planner to get the best help. There are various areas for which you will need the help of agency like Expat Wealth Care. So, have the best professional help to open bank account, to have safe fund transfer, to have a proper pension plan etc.
The role of Expat Wealth Care
Are you opting for taking the help from Stefan Terry Dubai and his company? Well, then you should know well why this company has become famous. The company has become extremely famous due to its’ huge experience in all types of financial planning. The company provides the following services in all types of wealth care management.
- Estate Planning: Estate planning is the vital point in Dubai. There are various areas where the experts of the agency will guide you such as transferring the asset into trust, preparation of will, helping in having the best life insurance policy to cover the issues relating to inheritance tax. So, having the best guidance from the experts of the company will always be the best option.
- Retirement planning: Planning for your retirement while you are young is always necessary. Retirement planning is dependent on the rules and regulations of the residential country. Here in Dubai, separate retirement planning is followed and professionals from this reliable company will give you the best support.
- Planning for education: cost of education is getting raised day by day and hence the expat in Dubai needs to plan properly for their children. Here taking help of professionals will be the best option. The experts here will guide you to select the best education plan.
- Adequate Life Assurance: In financial planning, life insurance is known as the best wealth management planning. There are separate policies for life insurance in various countries. In Dubai too, you will get various policies and depending on your personal circumstances, you need to select the best one. Also, while you are opting for Life assurance policy in Dubai, you should know the following areas like
- Whether the policy will ensure paying off any outstanding debt and loan
- Having proper fund for education of the children
- Family of the beneficiary can enjoy the present standard of living.
Apart from those there are other areas such as transfer of pension, foreign exchange, savings and lump sum investments, etc where also the experienced professionals will provide the best support in Dubai.
Blog Source: http://stefanterryblog.blogspot.in/2017/02/trust-financial-guidance-and-advice-of.html
Stefan Terry – Financial Advisor | Expat Wealth Care
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Expat Wealth Care is an independent brand created and operated by Stefan Terry. We provide advice and guidance on the topic of financial planning, solely focussing our strengths on the Middle Eastern market. Stefan has been advising clients in this region for over 7 years and Stefan’s support team has carefully been selected to ensure that customer satisfaction is kept at the highest level throughout the relationship with our company.
Expat Wealth Care is a Globaleye operated enterprise, and as such, we are licensed by the UAE Insurance Authority and registered with the Ministry of Economy and Department of Economic Development and under UAE Federal Law (8) of 1984.
We provide advice to expats and locals in the UAE, with all aspects of tax efficient savings and financial planning to ensure that time spent in the UAE is time well spent from a financial point of view.
Typically we help individuals and families with retirement planning, education fee planning, life cover, critical illness cover and medical cover and we partner with companies such as Zurich International Life, Standard Life, Royal Skandia, Friends Provident International, Generali International and Royal London 360.
Stefan has been working in the Middle East since 2007. His very thorough and meticulous methods of client management and his breadth of knowledge in the offshore investment market has developed his client base at an incredible rate. His superior work ethics along with his professionalism and his knowledge are all traits that his clients always praise.
Stefan enjoys providing financial planning and offshore investment management expertise to private clients in and around the Middle East. Stefan’s client’s range from typical expatriate families to ultra-high net worth individuals and corporate clients.
Stefan studied at a UK University and obtained a 2:1 in BSc (Hons) in Business IT & Finance. Furthermore, Stefan is a member of The Personal Finance Society and The Chartered Insurance Institute (CII) and he has obtained an International Financial Planning qualification with the CII (The CII Award).
Personal Honour & Awards
The International Financial Planning Award (FSA Approved) – The Chartered Insurance Institute (CII)
The Top 1% most viewed Linked In profile of 2012 – Linked In (www.linkedin.com)The Valedictorian Award – Bournemouth University Graduation
Expat Wealth Care 