Weekly Market Commentary
Week to 17th February 2023 Market News Improving Global Purchasing Managers’ Index (“PMIs”) data and a much better-than-expected...
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Weekly Market Commentary
Weekly Market Commentary: Week to 27th January 2023 Market News Equity markets delivered mild returns, despite an array of poor economic...
Weekly Market Commentary
MARKET COMMENTARY: Week to 20th December 2022 Market News The week started well enough, with the publication of American data showing...
Weekly Market Commentary
MARKET COMMENTARY Week to 12th December 2022 Market News The markets were again driven by hopes of an easing in interest rate policy at...
Think of your portfolio like a bar of soap, the more you touch it, the smaller it gets!
Treat your portfolio like a bar of soap, the more you touch it the smaller it gets! If, like most of us, you want to greatly increase the...
The Chart's we keep returning to
2022 has been a torrid time for virtually all asset allocators and investors as it’s been a rare “everything down” year. QE was always...
11 Things you should Prepare for when Moving Abroad
Becoming an expat is an incredibly exciting time but it’s not a decision to be taken lightly. Most of all it’s important not to get so...
Weekly Market Commentary
MARKET COMMENTARY Week to 10th November 2022 Market News Monetary policy and economic data were in the driving seat last week, with both...
Breathing new life into a poorly performing portfolio
Expatriates are often investors out of necessity but are rarely cared for in the way they would be back in their home countries. The vast...
Protecting your pension against the UK lifetime allowance tax charge
The lifetime allowance tax was introduced in 2006 at a level of £1.5 million. It then increased each year to 2010,when it reached a level...
I have a UK Pension, What are my options?
A guide for expatriates and international investors with private or company pension schemes in the UK. Over the course of your working...
What Bonds Are and How They Work
Bonds are loans made to large organisations. These include corporations, cities, and national governments. An individual bond is a piece...
What a Good Financial Advisor brings to the table.
Going it alone can be difficult. Learn how a professional can work with you to build a wealth plan that helps you reach your goals. We...
How a Financial Advisor Can Help You Meet Your Goals
A Financial Advisor is a professional who helps you organize your finances and projects the results of your savings and investments so...
What Will a Good Investment Adviser or Wealth Manager Do for Me?
Some investment advisers work in a holistic way, looking at all aspects of your financial life and putting together a comprehensive...
Discounted Gift Trust's and my Inheritance Tax Liability?
Anyone deemed to be ‘British-domiciled’ are potentially liable to IHT, so how do you know if that’s you if you’ve been an expat for a...
Which Life Insurance Policy is right for me?
The choices in life insurance policies can seem bewildering, and they are difficult to understand at first glance. It's hard to know...
MY BUSINESS / MY PROPERTY IS MY PENSION
Many people say that their business, or their property, is their pension. Here is some information comparing these approaches and some...
INHERITANCE TAX COULD BE CHANGING, HERE’S HOW.
At the time of writing there are expected to be some considerable changes to Inheritance Tax in the UK. Any changes will surely spell...
IF MY EXPAT SPOUSE DIED, WHERE WOULD THAT LEAVE ME FINANCIALLY?
For most people, ensuring their wealth is passed on to their family is one of the most important areas of financial planning. Prior to...
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