Insights
British/UK Pension in Australia New Rules – Updated for 2017
Australia is a popular retirement destination for British expats due its warm climate and quality of life. Cities such as Sydney, Melbourne and Brisbane offer an excellent standard of living, and therefore it is no surprise that many Brits choose to move there every year. If you are considering retiring to Australia from the UK…
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Planning your exit strategy
A CEO and founder of a successful business must see that business in a similar light to one of their own children. After pouring in their own blood, sweat and tears, that business must be just as close to their heart as their own flesh and blood. So, surely that founder would never want…
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The Benefits of a Professional Cash Flow Plan
Describing a Cash Flow Plan as complex would be an understatement. The plan requires sufficient up-to-date knowledge and rigorous detail, so that it can: Raise awareness of tax issues that are likely to arise on death Develop an investment strategy in accordance with risk/reward, flexibility and accessibility with which you are comfortable Minimise tax liabilities…
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10 Things That Successful Investors Do
Wealth management can seem confusing and complicated at times. In a world of volatile investment markets and continually changing legislation, many investors simply don’t know where to start. However, wealth management doesn’t need to be overly complex, and by keeping things simple, it’s possible to enjoy excellent long-term returns on your capital. With that in…
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How Ring-Fencing Rules Will Affect The Barclays Pension Scheme
Hidden in Barclays’ July interim results, was an issue that has the potential to affect almost a quarter of a million people in the Barclays pension scheme. The bank’s pension scheme is not in great shape, and as at 30th September last year, the pension shortfall stood at a staggering £7.9 billion. The deficit has increased…
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5 Indicators Your Advisor Isn’t Taking Care of You
Your advisor doesn’t have to be the next Bernie Madoff to cause your finances to dwindle. From being unavailable, to charging unclear fees, here are some ‘red flags’ when it comes to financial advice. Lack of Transparency Being aware of how you are being charged for advice is essential. Financial advisors can work based on…
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