Retirement might seem like a distant dream or it may seem like an oncoming freight train. Whichever the case, it is never too early or too late to start planning for it. If you are age 50 or older, it is time to buckle up and get serious about saving for the future. But don’t…… Continue reading I am a 50 something year old expat, how much should I be saving for retirement?
Five ways to invest a bonus￼
Your first impulse may be to go out and buy things with your bonus. However there are savings and investment opportunities that will do more long term good.
Expat financial advice: Why should I have a 6 month emergency fund?
Whenever I speak to clients about investing, I always talk about having an emergency fund equivalent to 6 months of expenses first. Why? Sometimes life can present you with a situation where you need quick access to money and without a financial safety net it can threaten your financial well-being and cause a great deal…… Continue reading Expat financial advice: Why should I have a 6 month emergency fund?
Retiring to Canada from the UK – 5 things you need to know
Are you looking to retire to Canada from the UK? I recently started working with a client who did so. Here are 5 things he told me that he wished he knew before doing so. 1️⃣ It pays to obtain a UK NT (no tax) code before drawing any pension benefits in Canada. Otherwise, an…… Continue reading Retiring to Canada from the UK – 5 things you need to know
How to use Inheritance Tax Loss Relief to reclaim IHT after a stock market fall
If Inheritance Tax has already been calculated based on higher values, there may be an option to reclaim tax paid if markets have since fallen.
Expat retirement: Which countries are affected by Frozen State Pension?
550,000 British Pensioners are currently adversely impacted by the government’s frozen state pension policy. However, the criteria regarding the specific countries in which it applies are somewhat arbitrary.
How to find a lost pension
How to find a lost pension? A common question for expats who move from country to country. Luckily, the solutions are usually fairly straightforward.
How to use margin lending to maximize your retirement fund (+ 5 key benefits)
Margin lending is not just for billionaires like Elon Musk. It is also a tool that regular investors can use to improve their returns or provide liqudity.
Financial Advice in Poland: 5 things you need to understand about UK pensions
In this article, I will cover five key things you need to be aware of before deciding what to do with your UK pensions.
8 cyber security tips to safeguard your retirement plans from scammers
Online scams are everywhere. I read about them all the time. Use these 8 cyber security tips to make sure you don’t get caught out.
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