The political news has never been more polarised, exacerbated by 24 hour media. But, should you politics influence your own financial plans?
Retirement planning lessons for expats from Robert de Niro
Businesses fail. Jobs don’t work out the way you hoped. Investments go awry. Life gets in the way of even the best financial plans, even for Robert de Niro.
Retirement planning lessons for expats from Robert de NiroRead More
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.
Pension access options for expats who are considering retirement
As an expat, there are a number of options open to you when it comes to accessing your pension. It pays to know what you can and cannot do.
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Who gets left holding the bag?
I’ve been following the GameStop (GME) story over the past week. I don’t think that I have even seen anything like it in all of the years that I have been watching markets. The story has taken on a life of its own and as usual, when so many people are paying attention, there has …
European Commission Pension Scheme – 10 year rule and transfer options
If you leave the EC pension scheme within 10 years, you must transfer your fund to an alternative scheme in order to secure your benefits.
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QROPS guide for expats 2021 – Read to understand your options
This detailed QROPS guide is designed to provide UK expats with an impartial overview of QROPS and overseas pension transfers.
QROPS guide for expats 2021 – Read to understand your optionsRead More
Investment lessons from a pandemic
2020 saw the steepest market decline in history. Despite the pandemic, we also saw a dramatic recovery. What investment lessons can we learn from the pandemic?
How does UK inheritance tax work when a spouse is non-domiciled?
The rules for transferring assets to a spouse on death are pretty simple. However, things are trickier when one spouse is non-domiciled.
How does UK inheritance tax work when a spouse is non-domiciled?Read More
What Experience Tells Us About Markets and US Presidential Elections
The upcoming US presidential election is my 7th as a professional financial adviser. If I have learned anything from the previous 6, it is that, despite the protestations of many to the contrary, no one has a clue how markets will perform, react or move in the coming weeks. They may go up, they may …
What Experience Tells Us About Markets and US Presidential ElectionsRead More