• Published On: November 25, 2021|5.4 min read|

    A British Expats’ Guide to Transferring Funds to a SIPP

    When it comes to saving money for the future, a Self-Invested Personal Pension, or SIPP, can be a suitable option for both UK and Non- UK residents. There are several pension choices to choose from, but a SIPP can provide you with greater flexibility, portability, and control over your investments.

    Read more

  • Published On: November 19, 2021|6.5 min read|

    A Short Guide to UK Inheritance Tax

    These tips and tricks are all great ways to increase the efficiency of your estate after your death.

    Read more

  • Published On: March 15, 2021|4.6 min read|

    Stamp Duty Surcharge for Expats Buying Property in the UK

    New rates of Stamp Duty Land Tax (Stamp Duty) for non-UK residents will become effective from 1st April 2021. Expats and foreign investors, now face a 2% stamp duty [...]

    Read more

  • Published On: March 10, 2021|4.8 min read|

    Hedging and Currency Risk

    Exchange rate movements impact returns when a change in the value of one currency against another currency leads to a rise or fall in the value of an asset. [...]

    Read more

  • Published On: March 4, 2021|2.8 min read|

    UK Spring Budget – Lifetime Allowance Frozen

    Nearly one year after the Covid-19 pandemic forced the UK into a national lockdown - the Chancellor has revealed the pensions policy changes in the UK's March Spring Budget [...]

    Read more

  • Published On: March 2, 2021|4.5 min read|

    Investing and Home Country Bias

    Home country bias happens when investors are over-exposed to domestic equities in their investment portfolio. Home country bias refers to investors' tendency to favor companies from their own country [...]

    Read more

  • Published On: February 24, 2021|7.4 min read|

    Could You Be Heading For A US Estate Tax Bill, By Holding US Stock?

    The Often Unknown Tax Liability Facing Foreign Investors in U.S. Equities....... Many investors assume that the US federal estate tax only applies to those domiciled or resident in the [...]

    Read more

  • Published On: September 3, 2020|4 min read|

    Goldilocks & the Bulls & Bears…. Is the Stock Market Just Right?

    Who would have predicted the stock market rising to record highs, in the middle of a recession, with US double-digit unemployment? At the close of March 2020, Warren Buffets Berkshire [...]

    Read more

  • Published On: March 1, 2020|3.1 min read|

    The Coronavirus and Market Declines

    The world seems to be watching with concern.The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective [...]

    Read more

  • Published On: February 27, 2020|2.8 min read|

    The Market Has No Memory..

    The below article is written by David Booth, the Executive Chairman and Founder of Dimensional Fund Advisers. I have worked in finance for over 50 years, and it seems [...]

    Read more