South Africa’s Updated Regulations on Overseas Asset Transfers In a world where financial borders are becoming increasingly closer, the freedom to move assets across national boundaries is paramount. However, the recent amendment by the South African Revenue Service (SARS) heralds a new era for South Africans wishing to transfer their assets overseas. This article aims [...] Read More... from South Africa’s New Overseas Asset Transfer Regulations The post South Africa’s New Overseas Asset Transfer Regulations appeared first on Mike Coady ..read more

Introduction Hello from Dubai! I’m Mike Coady, an experienced financial adviser and money coach. In my extensive interactions with expat clients, a recurrent theme is the allure of investing in an S&P 500 ETF. This article will evaluate why this prevailing strategy may not be... The post The Expat Investor’s Guide Beyond the S&P 500 appeared first on Mike Coady ..read more

Understanding the UK Inheritance Tax (IHT) system is crucial for expats, High Net Worth (HNW) individuals, UK property owners, non-domiciled individuals, and those married to non-domiciled spouses. As a financial adviser with extensive experience assisting expats across the Middle East, my goal is to provide... The post The Definitive Guide to UK Inheritance Tax for Expats appeared first on Mike Coady ..read more

As an expert financial adviser with extensive experience in helping professional Western expats across the Middle East. I understand the importance of staying on top of your financial affairs and becoming financially organised. Your weekend provides the perfect opportunity to assess your financial situation and... The post A Comprehensive Weekend Financial Health Check for Western Expats appeared first on Mike Coady ..read more

People often ask, what makes great firms stand out from the crowd; what differentiates them from the competition? The answer is as simple as it is complex – great customer service. Now more than ever before ALL businesses need to ensure they have happy, helpful... The post The 18 Golden Rules of Customer Service appeared first on Mike Coady ..read more

South African expatriates should not only understand the newly implemented 2022/2023 tax laws, which aim at taxing their foreign employment income but should also act if they want to avoid its dire consequences. With the 2022/2023 SARS tax eFiling season now open and well underway,... The post South African Expat Tax Update 2023 appeared first on Mike Coady ..read more

The UAE, particularly Dubai and Abu Dhabi, offers a multitude of educational opportunities for children, with a diverse range of international and private schools catering to various curricula, cultures, and preferences. As an expat family in Dubai or Abu Dhabi, selecting the right school for... The post Choosing the right school for your Children appeared first on Mike Coady ..read more

“They are nowhere near as good as they used to be and now that you are an expat, they simply don’t work!” I know this will be hard to hear for some British Expats living in well-known expat locations such as Dubai or Abu Dhabi,... The post British Expats – please cancel your Premium Bonds now!! appeared first on Mike Coady ..read more

Navigating the cost of living as a Western expat in the Middle East can be a unique challenge, and having lived in Dubai for nearly 20 years, I have seen it time and time again. However, armed with the right strategies and plans, you can... The post 43 Top Money-Saving Tips for Western Expats in the Middle East – A Comprehensive Guide appeared first on Mike Coady ..read more

As one of the best financial advisers in Dubai (backed up by many!) with years of experience working with professional expats across the Middle East, I understand the importance of building strong relationships with clients. Part of that process involves addressing the frustrations clients may... The post Top 12 Frustrations with Financial Advisers: What Clients Should Expect and Demand appeared first on Mike Coady ..read more