Explained, Financial Planning, General, Market Watch, Tax-free Growth
No Place to Hide for Expat Tax Evaders
Within the next two years, almost 100 governments around the world will be exchanging information about bank accounts. Loopholes have rapidly begun to close for expat tax dodgers, and they are running out of places to hide. At present, if tax authorities suspect people of tax evasion and want details about their finances, they have […]
Expat Tax, Featured, Tax avoidance, Tax Changes, Tax Evasion, tax liabilities
Financial Planning, Pensions, QROPS, Tax-free Growth
Changes to British Teachers’ Pension
In the UK, there will be changes to Teachers’ Pensions from 1 April 2015. Active members who have been building up benefits since joining, may now be wondering what will happen to them. The idea is that they will continue to be protected, and will remain in the final salary arrangements. However, it should be […]
British Pensions, Government Changes, Overseas Pension Schemes, QROPS, UK Pensions
Financial Planning, International Mortgages, Regular Savings, Retirement Planning, Tax-free Growth
Is property a sound investment?
A question that I often face as a financial advisor is, “would I be better putting my money into property?” The answer is, that it very much depends on your personal circumstances and you should sit down with an advisor to discuss those circumstances in full. As a general rule of thumb, if you are […]
International Mortgages, Investments, Long term planning, Long term Savings, Property, Retirement Planning, UK
Financial Planning, Regular Savings, Retirement Planning, Tax-free Growth
[Infographic] The Retirement Outlook in the UK
Retirement always feels like a long way off, but how many of us daydream about what we might do when we reach that golden age? Whilst we might dream about what we could do in our retirement, how many of us think about, or plan for, how we might pay for that lifestyle once we […]
Expatriate, Future Planning, Offshore Savings, Retirement Planning, UK
Financial Planning, Regular Savings, Tax-free Growth
What’s the difference between saving and investing?
Question: Is there a difference between saving and investing money? Answer: Absolutely! There is a subtle but effective difference between saving and investing your money, although both are necessary when creating your financial plan. Saving money is simply about putting money aside on a regular basis. The chances are that you spend less money than […]
Financial Planning, Long Term Savings, Regular Savings, Retirement Planning, Tax-free Growth
Average Private Pension will run out in 5 years! [Part 3]
The Gaps 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 £6,011 a […]
Expatriate, Future Planning, Offshore Savings, Retirement Planning, Tax-Free Growth
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, 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, 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
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
