Planning for job transition and relocation
In Rio de Janeiro, this has become an increasingly scenario for expats: A few months ago, you had a secure expat assignment in an oil or mining company, with a generous package including accommodation in a luxury apartment, school fees for your kids at an international school and family health plans with access to top quality […]
Brazil to join Common Reporting Standard in 2018
Brazil to join CRS. BCC UK magazine. Jan.2018 Click on the above article which was published in the Brazilian Chamber of Commerce (UK) magazine at the beginning of 2018. It provides a concise explanation of the CRS and how will affect Brazilian residents – including expatriates – with overseas assets.
Brazil opportunities – Live and Invest Overseas magazine
Simon Letter article Click on the above link to read our opinions in the April/2016 edition of Simon Letter | Live & Invest Overseas We offer our advice on: Cash management for entrepreneurs. Asset allocation for longer term investors. Tax considerations for US citizens investing in Brazil.
The limitations of Robo-Advisors in expat financial planning
‘Robo-advisors’ are computer-generated financial models which offer portfolio recommendations using low-cost funds, based on simple risk questionnaires with clients. I believe they have their role in basic portfolio management but we need to be aware of their limitations. Expatriates may like to consider the following points: 1. Does a computer-generated model understand your financial circumstances […]