Mutual Fund Management - Investment Vehicles Plans in UAE, Abu Dhabi and Dubai

1
Call Us  971508894735
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
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.
• 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
Estate Planning for HNWIs
We have access to many estate planning solutions
that are suited to High Net Worth Individuals
(HNWIs) that cater for the following areas

• Investment Capital Preservation/Capital
  Accumulation
• Tax Planning
• Generation Succession Planning
• Wealth Distribution
• Inheritance Tax (IHT) / Death Tax

Many of the available solutions in the market are
complimentary to what you may already have in
place with other financial or investment
companies.
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 (ETFs) 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
childrens 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.
An IT hardware company is founded by three
business partners who take out a Key Man Life
Insurance policy with a first to die
provision.  In the event of a death of the
business partners, the policy would pay the
necessary benefits to the company and the policy
would close.  The proceeds from the policy would
be used to cover the costs of replacing the
business partners efforts.
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 childrens 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.

We work closely with many global life insurance
providers and are able to scan the market place
to ensure 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
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.
For more information, or if you wish for us to
run a feasibility study on moving your UK pension
transfer, please do get in touch with us.
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. If you would like to know more
about this topic or require a quote from us,
please let us and know and well be happy to help.
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
More Wealth Solutions

• Critical Illness Cover
• Medical Cover Corporate Solutions

14
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_at_expatwealthcare.com with more
information and well happily look into this for
you.
15
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_at_expatwealthcare.co
m Visit www.expatwealthcare.com