Global Pension and Regular Savings

In the increasingly global economy it is not uncommon for adults to work in two or more countries during the course of their careers. This growing trend makes for all kinds of financial planning challenges for
expatriate investors and their families. Common areas of difficulty are setting up an expat friendly global pension, regular savings programs, and education planning.
 
Global Pension and Regular Savings: Regular savings is the cornerstone of a prosperous retirement. Of primary concern is using an accumulation vehicle that is both tax advantaged and provides unrestricted
portability. Expats need to know that they can still access their global pension or savings plan regardless of whether they move to yet another country, or return home to their country of citizenship. Ideally global pensions and long term savings vehicles should be flexible, and provide a measure of liability protection to the investor.
 
Education Planning: The average cost of education is going up every year on a global basis. As more families take advantage of opportunities world-wide, their total education costs may substantially increase. It can be especially expensive if the child going to school is not a long term resident in the country where they are receiving their post-secondary education. Everyone with children should have a tax advantaged education savings plan set up to offset the high prices of education. When your child is ready to access the money, it is available in a lump sum or regular payment basis.

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