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Financial Planning, Long Term Savings, Regular Savings, Retirement Planning, Tax-free Growth
Average Private Pension will run out in 5 years! [Part 2]
What about the State Pension? According to new figures from financial services company True Potential, savers in the UK have added an average of £2,671.60 towards their pension pots of the last 12 months. That may sound like a substantial amount, but the truth is that over twenty years of retirement saving, that would only […]
Future Planning, Pensions, Retirement Planning, Tax-Free Growth, UK Pensions
Financial Planning, Long Term Savings, Regular Savings, Retirement Planning, Tax-free Growth
Average Private Pension will run out in 5 years! [Part 1]
Are you saving enough? According to new figures from financial services company True Potential, savers in the UK have added an average of £2,671.60 towards their pension pots of the last 12 months. That may sound like a substantial amount, but the truth is that over twenty years of retirement saving, that would only provide […]
Expatriate, Future Planning, Offshore Savings, Retirement Planning, Tax-Free Growth
Financial Planning, Pensions, QROPS, Retirement Planning, Tax Cut
UK Pension Update
A month ago the UK Chancellor, George Osborne, announced additional amendments to UK pension legislation to take effect from 6th April 2015. Whether you are living abroad, planning to live abroad or you intend to retire in the UK, you will feel the affects of these changes if you have a pension or pensions held […]
Pensions, QROPS, Retirement Planning, Tax Cuts, UK, UK Pensions
Financial Planning, Long Term Savings, Tax-free Growth
[Infographic] Reasons to invest offshore
I am still astounded to find out how many expats repatriate a considerable proportion of their wealth for long-term investment. I understand that there may be currency values to consider, or the political stability of the country in which you reside, but there are so many other options available to those living away from home that […]
Financial Planning, General, Long Term Savings, Regular Savings, Retirement Planning
Investing Essentials – Balance Your Risk
One of the most important nuggets of financial investment guidance you will ever be offered is to expand your portfolio into a number of various investment vehicles. This can help you spread out the risk and also obtain a steady return on your investment capital. This kind of investing can be categorized extensively as value […]
Bonds, Diversification, Investments, Long term Savings, Mutual Funds, Stock Market, Structured Investments
Financial Planning, Lump Sum Savings, Tax-free Growth
New product! With a Capital Protection Guarantee!
I can now offer clients a brand new product that provides new levels of capital protection. It is a low cost product with an affordable lump sum investment level. It is linked to one of the biggest indexes in the world, and accumulates steady growth over a relatively short period of time. As with all investment opportunities, there […]
Index funds, Lump Sum Savings, Short term savings, Tax-Free Growth
Financial Planning, Pensions, QROPS
Expat teachers make the most of QROPS (whilst it lasts)
Teachers from the UK are grabbing their final opportunity to transfer their pensions offshore before the door is permanently closed from April 2015. The public sector pension fund is severely depleted, threatening to shatter the retirement dreams of those who have worked at the forefront of British society for much of their lives. With the […]
Financial Planning, Inheritance
FREE UK Will Writing
This October, twenty-eight UK towns and cities are taking part in Free Wills Month. As long as you are over fifty-five, you can – as the name suggests – have your will written for free. Remember that even if you are living offshore, you need a will in place to take of all of your […]
Long Term Savings, Retirement Planning, Tax-free Growth
[Infographic] You’re never too young to start saving!
Did you know that starting to save at 25 years old instead of 30 could add nearly a fifth to the final retirement pot? Don’t put it off, contact us for a free, non-obligation appointment and find out what your offshore options are.
Future Planning, Offshore Savings, Pensions, Retirement Planning
Financial Planning, Inheritance, Pensions, Retirement Planning, Tax Cut
Amendments to UK Pension Legislation
The surprise announcement from George Osborne on Monday about scrapping the 55% death tax on UK Pensions illustrates how quickly and easily the government can change the rules surrounding your pension. The document attached below, prepared by Boal and Co, describes in detail how the changes may or may not affect you. Additional amendments to […]
Financial Planning, Inheritance, Pensions, Tax Cut
Osborne Abolishes Death Tax
George Osborne attempted to steady the Conservative ship yesterday by announcing an eye-catching tax cut aimed at core Conservative voters. The Chancellor announced plans to abolish the 55 per cent tax applied to UK pension pots upon the holder’s death. These changes will come into effect from April 2015. The Treasury predicts the new policy […]
Death Tax, Government Changes, Great Britain, Inheritance, Retirement Planning, Tax Cuts, UK
Financial Planning, General, Inheritance
Wills and Inheritance Changes in the UK
There are some big changes looming for the rules surrounding inheritance in the UK. From the 1st October 2014, these changes will come in to force. If you have assets in the UK these changes may affect you. The moral of this story, is please ensure that you have an up to date will in […]
