Mutual Fund Investment | Private / Corporate Pension Plan in UAE, Dubai & Abu Dhabi

1. Call Us : +971508894735 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 • 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.

3. Corporate Medical Plan in UAE & Dubai Despite your sort of business and workplace under Corporate Medical Plan in UAE, Dubai & Abu Dhabi organizations now have an obligation of nurture their representatives. The workplace and conditions must be, for example, to empower the specialist to finish their part soundly, with nobility and wellbeing. There is additionally a prerequisite for the specialist to go to for work in a fit and solid state and not affected by liquor or medications. At the point when overseen effectively wellbeing screening can have huge advantages to both organization and specialist.

4. 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.

5. Mutual Fund Investment in UAE & Dubai Mutual Funds are investment options wherein the money from several investors is pooled in by an Asset Management Company (AMC) and invested in different instruments such as debt, equity, securities and money market.

6. Critical illness Cover in UAE & Dubai With one in every five critical illness claims for breast cancer now could be the time to make sure you have the right protection. Most home buyers purchase life assurance when they arrange a mortgage, but only a minority obtain another form of financial protection that they are five times more likely to need before they reach retirement. Critical illness assurance pays a tax-free lump sum on diagnosis of any one of a list of serious illnesses – including cancer and heart attacks. Claims statistics suggest you are five times more likely to suffer from one of these than you are to die before you reach 65.

7. Investment Plans in UAE & Dubai Investment Plans are budgetary items that give the chance to make riches for future. Disaster protection items are regularly utilized as venture instruments. The upside of contributing through an extra security plan is that it not just alows you to make riches for future additionally offers exhaustive life scope in the meantime. The estimation of the obligation finance or the value reserve is assessed as Net Asset Value the criteria.

8. Retirement Planning in UAE 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.

9. Private / Corporate Pension Plan in UAE Most entrepreneurs have an individual bond with their devoted representatives and might want to have the capacity to reward them with untouchable compensations, benefits and the sort of extraordinary annuity arranges normally delighted in by specialists in private / corporate pension plan in UAE, Dubai & Abu Dhabi general segment and the Big Three auto organizations.

10. Education Fee Planning in UAE These days, planning for the fees of your children’s education is becoming an absolute necessity due to educational feeall 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.

11. Key Man Life Insurance Key Man Insurance should be considered for all business owners to protect the future endeavorsof their business and to ensure business continuity.

12. Life Insurance in UAE & Dubai • Life Insurance 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.

13. Sipps, Qrops & Qnups UK Pension Transfer As an expat, you have undoubtedly heard of this terminology amongst friends, colleagues and TV/Internet media. 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.

14. Life Insurancefor Mortgages Life Insurance 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 life 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.

15. Shareholder Protection Plan in UAE Put simply, shareholder protection insurance is designed to ensure that the aftermath of a shareholder's death is a smooth and stress free as possible. It involves writing up a series of legal agreements that set out how shares are to be managed if a stakeholder passes away.

16. Mortgage Protection Life Insurance Plan A mortgage protection termlife insurance policy helps guarantee your loved ones a tax-free benefit in the event of your death — funds they can use to help with mortgage payments. Life Insurance Policy terms are available for 15 or 30 years. Premiums can be paid monthly, quarterly, semi-annually, or annually.

17. Offshore Banking Securing money in an offshore bank eliminates the ambiguities of Sharia Law. We work closely with some offshore banking corporations that are based in Jersey, Isle of Man and Guernsey. If you would like to know more about the benefits of banking offshore please contact us to discuss further.

18. Currency Exchange Using the banks to transfer money to a different currency is very costly.  We work very closely with a currency specialist that can help you save money, when exchanging currency and making overseas transfers.  Furthermore, they do not charge commission.

19. Media Centre 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.

20. Contact Expat Wealth Care For More Information Contact us through: Address: Po Box 24592, Dubai, United Arab Emirates Call Us : 971508894735 Fax : 04 348 6362 Email : info@expatwealthcare.com Visit : www.expatwealthcare.com