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Investment, Pension Plans in Dubai, UAE and Abu Dhabi

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. Typically we help individuals and families with retirement planning, education fee planning, life cover, critical illness cover, investment plans, mutual funds, private/corporate pension plan, 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.

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Investment, Pension Plans in Dubai, UAE and Abu Dhabi

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  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. • Expat Wealth Care is a Globaleye operated enterprise.

  3. Estate Planning for HNWI’s • We have access to many estate planning solutions that are suited to High Net Worth Individuals (HNWI’s) that cater for the following areas: • Investment – Capital Preservation/Capital Accumulation • Tax Planning • Generation & Succession Planning • Wealth Distribution • Inheritance Tax (IHT) / Death Tax

  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. 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.

  6. 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.

  7. Key Man Insurance Key Man Insurance should be considered for all business owners to protect the future endeavors of their business and to ensure business continuity.

  8. Life Assurance/Insurance • 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.

  9. 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.

  10. 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 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.

  11. 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.

  12. 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.

  13. 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.

  14. Contact Us 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

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