Securing Your Legacy: The Importance of a Nomination Beneficiary Form
There's one critical aspect that often gets overlooked—the nomination beneficiary form. While it may sound technical and insignificant, this simple document holds tremendous significance in safeguarding your legacy.
Published On: June 21, 2023|3.2 min read|
Navigating the Probate Process in the UK: A Comprehensive Guide
Understanding the steps involved in the probate process can help you navigate this often complex and lengthy procedure. In this comprehensive guide, we will outline the probable process in the UK, shedding light on the key steps involved.
Published On: June 15, 2023|2.9 min read|
Navigating Financial Freedom: A Guide to Managing Pension Income Drawdown
In this blog, we'll explore the key considerations and strategies for effectively managing pension income drawdown, allowing you to make informed decisions and secure a financially stable retirement.
Published On: June 15, 2023|3 min read|
Maximizing Returns: The Importance of Minimizing Fees When Investing
When it comes to investing, many individuals focus on choosing the right stocks or timing the market. However, one aspect that is often overlooked but can have a significant impact on your investment returns is minimizing fees.
Published On: June 5, 2023|3.9 min read|
Establishing a Domicile of Choice: A Guide to Finding Your Legal Home
Your domicile, often referred to as your legal home, holds significant implications for various legal matters, including taxation, inheritance, and jurisdictional matters. While your domicile is typically determined by your place of birth or origin, it is possible to establish a domicile of choice in a different location.
Published On: June 5, 2023|1.5 min read|
Why we use Dimensional Fund Advisors
Dimensional Fund Advisors (DFA) is an investment management company known for its evidence-based approach and long-term investment philosophy.
Published On: May 26, 2023|4.7 min read|
Navigating UAE Succession Law: A Guide for Expats
The United Arab Emirates (UAE) has become a popular destination for expatriates seeking new opportunities and a vibrant lifestyle. However, when it comes to matters of succession and inheritance, ex-pats residing in the UAE need to be aware of the unique legal framework in place.
Published On: May 26, 2023|2.9 min read|
The Ups and Downs of Investing: A Humorous Journey
Investing is often perceived as a serious and complex topic, filled with charts, numbers, and predictions. But who said investing can't be fun?
Published On: May 25, 2023|3.5 min read|
Trust Planning for UK Expats: Safeguarding Your Assets and Legacy
In this blog, we will explore the concept of trust planning for UK ex-pats and highlight its significance in securing your financial future.
Published On: April 19, 2023|2.5 min read|
How Does a Financial Adviser Add Value?
Financial advisers can be valuable resources for individuals seeking to manage their money and achieve their financial goals. While many people believe that financial advisers simply provide investment advice, they actually offer a range of services that can help their clients achieve financial success. In this blog, we’ll explore how financial advisers add value and the benefits they can offer.
Published On: April 19, 2023|2.4 min read|
Common problems bankers face when looking after their own wealth
Bankers tend to be experts in managing other people's money, but when it comes to their own finances, they can encounter unique challenges that require careful attention. Despite their financial expertise, bankers are not immune to common wealth management problems. In this blog, we'll explore some of the most common issues bankers face when looking after their own wealth.
Published On: April 19, 2023|2.4 min read|
Generational Wealth Transfer for UK Residents 2023
As the population in the UK ages, many families are faced with the challenge of transferring their wealth to the next generation. This process is known as intergenerational wealth transfer and can have significant implications for both the giver and the receiver. In this blog post, we will discuss some of the key considerations for UK residents looking to transfer their wealth in 2023.
Published On: April 18, 2023|2.7 min read|
The Removal of the Lifetime Allowance Limit. What does it mean for my Pension?
In the Spring Budget of 2023, Chancellor of the Exchequer announced the removal of the Lifetime Allowance (LTA) for pension contributions. This decision has sparked a lot of controversy and debate, as it has significant implications for pension savers in the UK.
Published On: November 18, 2022|3.4 min read|
Have you exceeded the Lifetime Allowance?
Should you continue to make pension contributions?
With steady decreases in the value of the LTA over time. More and more individuals are finding themselves in excess of the lifetime allowance prior to their planned retirement.
Published On: November 14, 2022|4.1 min read|
CETV values 2023
The impact of rising interest rates on defined benefit transfer values is marked. With economists forecasting further interest rate rises in the UK in an attempt to tame inflation further drops in transfer values should be expected.
Published On: November 2, 2022|5.4 min read|
The UK / UAE Double Taxation Treaty. How to access your UK pension.
With increasing, mobility and collaboration between the UK and UAE employers and employees have welcomed the introduction of the double taxation agreement (DTA).
The Double Taxation Convention entered into force between the UK and the UAE on 25 December 2016. The Convention took effect with regard to taxes withheld at source, in respect of amounts paid or credited on or after 1 January 2017.
Published On: October 21, 2022|7.4 min read|
The Portugal Golden and D7 Visa
Thinking of moving or retiring to Portugal? The Portuguese Golden Visa program was most recently updated on January 1, 2022, with some quite significant changes. For example, removing some locations within Portugal where property investment was previously included and increasing the amount of investment required.
Published On: October 14, 2022|2.9 min read|
Interest rates are rising. What will this mean for your CETV?
What's been happening to pension transfer values in 2022? If you are considering a pension transfer and are wondering how recent economic changes may impact your final salary pension's cash equivalent transfer value, read on!
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