Financial Planning

Estate Planning Checklist
Financial Planning
The Ultimate Estate Planning Guide

For your family, the period after your death will be an extremely difficult time. By creating an estate plan, you are doing everything within your power to help them through it. By following this checklist you can rest assured you are taking the necessary steps to look after yourself and your family towards the end…

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Financial PlanningFinancials
How saving early can improve your life

Making saving a habit In the early stages of your career money can often be rather scarce. Your monthly income just about covers your rent, food and a few small luxuries in the form of a daily Costa coffee. At this stage you are unlikely to be putting much if anything at all into your…

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Financial Planning
6 of the Best Financial New Year’s Resolutions

Successful financial planning requires detail and proactive thinking, so the New Year is a perfect time to sit down and plan your financial future. Here are our 6 New Year’s Financial  Resolutions to help get your 2019 finances into shape.   Identify Goals Without a specific financial goal, it can be difficult to create a…

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Financial Planning
Investing in ETF’s (Exchange Traded Funds) and Index Tracking Funds

Investing in ETF’s (Exchange Traded Funds) and Index Tracking Funds What is an ETF? Exchange traded funds, often known as ETF’s, are a special type of mutual fund that trade on an exchange in the same way that an equity does. They can provide small discounts to underlying net asset value in volatile markets. ETFs…

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Financial Planning
What is your Risk Appetite?

What is my Risk Appetite? We all have aspirations of making sky-high returns on investments. However, in practicality that may not be feasible. What should really be on investors’ minds is their respective risk appetites – what they are willing to invest given their financial situation and aspirations. Risk can come in many forms –…

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Financial PlanningexpatsFinancials
3 Things Every British/UK Expat Should Do with Their Finances in Dubai

Relocating from the UK to the UAE can be a fantastic life choice, as many expats prefer the vastly different lifestyle, not to mention the benefits of zero income tax to enjoy. However, it can be hard to realise what you need to do with your finances upon moving to a new country – becoming…

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