A death folder is a proven way for expats to organise their affairs so as to avoid exposing loved ones to unnecessary additional stress in the event of sudden death.
Why not use the summer to read a good book on investing?
One of my recent favourites is…
Think carefully before withdrawing the tax-free cash element from your pension.
What is a SIPP? A Self-Invested Personal Pension (SIPP) can be a low cost, flexible and straightforward way to save for your retirement. It allows you to take control of how your pension funds are managed by providing access to a wide range of different investments, including: Shares of individual companies Unit trusts Open-ended investment …
Beware of unrealistic returns.
Super low interest rates have encouraged savers to look for better returns.
Unfortunately, this has led to many falling for “clone firm” scams.
Revisit your mortgage and get a new quote.
Have you completed a beneficiary nomination form indicating who you want to have the proceeds of your pensions and life insurances in the event of your death?
Find out why I recommend that all clients do so.
Look inside your accounts.
Check if you have any uninvested cash in your savings, investment or retirement accounts.
When you invest in a globally diversified portfolio, you are harnessing the profits from thousands of companies around the world.