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Adviser Corner
Expats in the Middle East: How to Build Wealth and Avoid the Lifestyle Trap
David Neville shares key strategies for maximising tax-free income, avoiding lifestyle inflation, and securing long-term financial success.
February 5, 2025
David Neville
ACSI
Financial Planner
Based in the UAE, David is a U.K. qualified financial planner with first-hand experience of both living and working as an expatriate in mainland Europe and the middle east, meaning he is perfectly placed to help you understand the challenges and opportunities you are likely to face whilst working overseas.
Having qualified through the Chartered Institute for Securities & Investment, David possesses a wide depth of knowledge which means he is able to work alongside international workers to help them achieve their short, medium, and long-term investment goals.
Whether it be arranging a wealth protection policy, or conducting a complimentary investment review, David takes the time to understand your objectives and build a bespoke plan to help your future dreams become reality.
Qualifications & Awards
LLB (Hons) Law
CISI Level 4 - Diploma in Investment Advice (Retail Advice & Planning)
Areas of Expertise
- UK / International Pension Transfers
- Trust & Inheritance Tax Planning
- Lifestyle Financial Planning
- Retirement Planning
- International Investments
- Regular and Lump Sum Savings
- Education Fee Planning
- Health Planning
- Asset and Lifestyle Protection
