Blog2022-09-13T13:39:57+00:00
  • Published On: February 3, 2015|2.4 min read|

    We’re not saving enough, but don’t just take it from me…

    Working in financial services requires the need to keep up to speed with the ever changing financial landscape and the many changes that come into play regarding legislation. And, [...]

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  • Published On: January 9, 2015|5.1 min read|

    The wedding of your dreams. How to budget and save for one.

    The average cost of a wedding in the UK is said to be not far short of £20,000, but the reality is your wedding day can exceed this figure [...]

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  • Published On: January 1, 2015|2.1 min read|

    5 financial fundamentals for 2105

    2015 is almost upon us and the New Year is the perfect time to try and get your finances in order. Here are five financial fundamentals to get you [...]

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  • Published On: March 10, 2014|1.6 min read|

    Did you notice how the British Budget could affect you?

    Did you notice the potential changes that could affect you?The UK budget was announced over a month ago now and one of the things being considered is a reduction [...]

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  • Published On: March 10, 2014|2 min read|

    2014 British Budget in a nutshell

    What are the main changes to the UK’s budget for 2014-15 and how will they affect you?Personal pension restrictions ended – There is now no need to buy an [...]

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  • Published On: March 6, 2014|2.6 min read|

    The clock is ticking for public sector workers and their pension pots

    Are you in a UK public sector defined benefit pension scheme?  If so you have less than 10 months if you wish to transfer it.Why? The government is removing [...]

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  • Published On: March 5, 2014|1.4 min read|

    Are you high net worth?

    A key part of financial planning is understanding your net worth.  The common mental measuring stick is our contribution to society and the material objects that we have accumulated. [...]

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  • Published On: March 5, 2014|1.7 min read|

    Do you understand your tax position as an expat?

    A lot of expat clients assume that when living in one European jurisdiction, originally from another, that they can effectively decide on which countries tax they pay on financial [...]

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  • Published On: January 6, 2014|1.8 min read|

    The time has come. FATCA comes into play today

    If you are from the US then you’ve probably heard of the Foreign Account Tax Compliance Act (FATCA), but are you aware of how it could affect you?  The [...]

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  • Published On: March 5, 2013|5.4 min read|

    10 key points to consider when meeting a financial adviser

    The first thing any individual needs to do when they undertake any sort of financial planning is to seek out a reputable and regulated advisor and firm. There are [...]

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  • Published On: March 5, 2013|3.2 min read|

    Are you certain you are non UK resident for tax purposes?

    Are you certain you are non-UK resident for tax? Maybe not after 6 April 2013!With effect from 6 April 2013, HMRC’s Statutory Residence Test applies. This means that it is now [...]

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