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Expat Financial Planning Solutions

Providing Clarity For Investors Since 1985
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Expat Financial Planning Blogs

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Our financial planning blogs are designed exclusively for expats

Our blog site is designed exclusively to inform on issues that relate to and impact expatriates around the globe.We cover a wealth of topics that include insurances - pensions - investments - estate planning and tax - all designed to keep you informed and up to date.

Three filters are provided to enable you to quickly find the information you seek - "Categories" - "Tags" & "Archive"

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Click here to sign-up now - its free and packed with information and ideas as to how best plan your financial well being.

If you would like to ask questions or discuss any issues that relate to any blog post we will be happy to address these with you.

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CSM Ltd - Expat Financial Planning Blog Team

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Deadline for FATCA FFI agreement quietly extended

FATCA FFI decline extended

Accounting industry sources have flagged up the fact that the Internal Revenue Service (IRS) is now stating that the deadline for FFI Agreements to be renewed is October 24, 2017.

This is the new date by when foreign financial institutions located outside of the US , that wish to remain compliant with the Foreign Account Tax Compliance Act (FATCA) – thus retaining their GIIN (Global Intermediary Identification Number) – are obliged to update their FFI Agreement.

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