Uk Pension Transfer | Expat Wealth Care

1. Call Us : +971508894735 Email : info@expatwealthcare.com Welcome To Expat Wealth Care Expat Wealth Care help expats in the Middle East with all matters of wealth protection, wealth preservation and wealth creation through the likes of medical cover, life cover, critical illness cover, mortgage protection, savings plans, international pension plans and the management of UK pension transfers.

2. About Us: Company Summary • 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. • 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.

3. Our Wealth Solutions • Estate Planning for HNWI’s • Investment Advice & Portfolio Management • Retirement Planning • Sipps, Qrops & Qnups • Education Planning • Life Assurance • Critical Illness Cover • Life Assurance for Mortgages • Key Man Insurance • Currency Exchange

4. Our Team • Stefan Terry Bsc Hons CII Award 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. Paula Leonor Paula has been working at Expat Wealth Care since 2011 and is certainly an integral part of the business. Paula has a breadth of experience in various administration roles, previously working in the Philippines.

5. Education Planning These days, planning for the cost of your children’s education is becoming an absolute necessity due to educational costs all over the world increasing at an alarming rate. Investing in your little genius, will become undoubtedly one of the most powerful investments that a parent can ever make.  A happy and successful child is something that every parent wishes for.

6. Investment Advice & Portfolio Management Expat Wealth Care have 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, Exchange Traded Funds (ETF’s) and Direct Equitie.

7. Key Man Life Insurance Policy Key Man Insurance should be considered for all business owners to protect the future endeavors of their business and to ensure business continuity. Key Man Insurance (also know as Key Person Insurance) is a life and/or disability policy taken out by the business as a beneficiary in the event of death or disability to key person(s) in the business.

8. Life Assurance for Mortgages Life Assurance is a pre-requisite for many banks around the world, for the approval of a mortgage. This will ensure that no property debts are left to your family in the event of your demise. We work closely with many global insurance providers and we are able to scan the market place to ensure that we can offer not only the best cost but also the best overall protection package that best suits your exact requirements.

9. Sipps, Qrops & Qnups SIPP (Self Invested Personal Pension) are more intended for those planning to retire in the UK, or if the pension is of a relatively small size.  A SIPP falls under the HMRC tax laws in the UK, so tax is applicable at drawdown if residing back in the UK.

10. Retirement Planning Retirement planning is something we all have to address at some point in our lives.  Some individuals will be looking to maximise on what they already have in place for retirement and others will be looking to build up the retirement pot throughout their working career to ensure the best possible retirement. The correct planning for retirement at an early age can ensure a perfect retirement from a financial point of view.  Leaving this too late can have dramatic effects on what can be labelled as the ‘longest holiday of your life’.

11. Life Assurance • Life Assurance is quite simply, the foundations of financial planning. • It ultimately offers protection in the event of your demise for various purposes, such as follows: • Covering the debt on a mortgaged property.  This protects your family and ensures a debt is not left in their hands. • Covering the cost of your children’s education.  This ensures that they can still go through education as you had originally intended. • Providing an income for your family. • Planning for inheritance tax (IHT) liabilities.

12. Media Centre Pension Advice For The Twenty-Somethings: Start Early And Save Big The Expat Wealth Care Media Centre is here to keep you up to date with news and developments in Wealth Management across the globe.  The articles included are those that we feel will be of most interest to our clients and to perusers of our site. If you feel there are articles that we are not including but we should include please contact us at info@expatwealthcare.com with more information and we’ll happily look into this for you.

13. Testimonials Omar Kabbani Managing Partner at Lighthouse UAE  ” Stefan is an extremely rare breed of Financial Advisers. He is very generous with his time, advice and insights. He literally haunts you to do the right moves versus many others who seal the deal and move on to the next client, and guess what, I’m always benefiting from his valuable habit. With Stefan, you get the true benefit of expertise and integrity (quite rare in the world of finance lately). He is young but blessed with patience and wisdom. Where was he 17 years ago….good people deserve to have their own Stefan managing their wealth”.

14. Contact Expat Wealth Care Website :www.expatwealthcare.com