Insights

A simple “GUARANTEED,” way to boost your financial goals

So, here you are, out in the Gulf, enjoying a different lifestyle to those that chose to stay behind in Britain, Canada, Australia, Europe – wherever. Let’s face it, you are a pioneering ex-pat with adventure in your veins, enjoying a different tax regime and probably better weather (especially if you’re British!) You have probably…

Continue reading
February 13, 2019 PensionsPension
The Effect of a No Deal Brexit on UK Pensions

With the deadline looming for Theresa May’s Brexit deal, the likelihood of the UK crashing out of the EU is looking more likely than ever. But what would a “No Deal” mean for your pension? The answer depends significantly on whether you will be retiring in the UK or overseas, with pensions secretary Esther McVey…

Continue reading
January 9, 2019 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 7 money resolutions to help get your 2019 finances into shape.   Identify Goals Without a specific financial goal, it can be difficult to create a plan of…

Continue reading
December 11, 2018 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…

Continue reading
Four Cognitive Biases That May be Affecting Your Portfolio

Being a successful investor takes a great deal of skill and knowledge. Hours of studying, insight and initiative are needed to be able to consistently make high (or better yet market-beating) returns on your savings. However, perhaps the most important aspect of all is to do with our psychology! Benjamin Graham, the ‘father’ of value…

Continue reading
October 17, 2018 PensionsTax PlanningPension
Solving Inheritance Tax

Inheritance tax, or the ‘death tax’, could be one of the most disliked taxes in the UK – no one wants their estate to be eroded away before it reaches their family. Currently, the tax-free threshold stands frozen at £325,000 for 2017-2021, or at £650,000 for couples. However, the steady rise in property prices over…

Continue reading