• 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 [...]

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  • 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 [...]

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  • Published On: February 12, 2020|8.9 min read|

    The Pension Lifetime Allowance and the Non Resident Enhancement Factor

    I specialise in helping individuals maximise their pension savings. Helping them understand potential ways of reducing tax on their pensions. Jessica Cook LLB (Hons) DipFA ACSI To find out [...]

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  • Published On: November 29, 2019|7.9 min read|


    See what my clients say......... I am proud to be appearing in the Times newspapers guide to the UK's top rated financial advisers for 2020, in association with VouchedFor. [...]

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  • Published On: November 19, 2019|3.3 min read|

    Do you have a Maltese QROPS? – The New Malta Pension Rules 2019 – What you need to know

    On 1 January 2019, the Malta Financial Services Authority introduced new pension rules to apply to all Malta pension schemes. There was a transitional period of 6 months but [...]

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  • Published On: November 19, 2019|4.6 min read|

    How a Discounted Gift Trust can help with Inheritance Tax Planning

    At outset of a Discounted Gift Trust, or DGT as they are commonly referred to, the settlor requests a series of regular capital payments payable for their lifetime, or [...]

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  • Published On: November 18, 2019|6.3 min read|

    Repatriating back to the UK? – The benefits of an Offshore Bond for UK expats.

    An offshore investment bond is a tax wrapper that can hold different kinds of financial products including stocks, shares, mutual funds and structured notes. There are many advantages to how offshore investment [...]

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  • Published On: November 15, 2019|4.3 min read|

    The Randomness of Global Equity Returns

    Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may [...]

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  • Published On: November 12, 2019|1.4 min read|

    Q3 2019 Market Review

    With the blink of an eye, we’re well into into the final quarter of the year. We all hope the miserable stock market performance of last December will not [...]

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  • Published On: November 11, 2019|3.3 min read|

    How to increase your pension lifetime allowance as an expat

    The lifetime allowance for the tax year 2019/20 is £1,055,000 and it is likely to increase in line with inflation at the end of the current tax year. While most people [...]

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  • Published On: May 13, 2019|7.4 min read|

    Why It’s All About The Evidence.

    I asked my trainer the other day, whether I should be taking certain supplements to help me on my quest to get healthier. Nothing out of the ordinary. You [...]

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  • Published On: May 7, 2019|4.4 min read|

    Teaching Your Children About Money – Top Tips For Parents

    There’s something about teaching kids about money and personal finance that makes me smile. Teaching your kids the importance of saving early on will lead to a healthier, happier, [...]

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  • Published On: May 2, 2019|4.1 min read|

    Expat In Dubai With A UK SIPP? How To Access Your Funds Tax Efficiently

    What is the Double taxation Treaty between the UAE and the UK? Double taxation agreements are signed between countries to avoid double taxation The Double Taxation Convention entered into [...]

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  • Published On: April 30, 2019|4.7 min read|

    Find Out How To Ensure You Receive The Full State Pension.

    The State Pension is a regular payment from the government most people can claim when they reach State Pension age. How much is the UK State Pension? The State [...]

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  • Published On: April 24, 2019|3.6 min read|

    6 Simple Tips for Successful Investing

    The longest word in the English language is 189,819 letters long. It’s the name for a protein nicknamed “Tintin” and would take you over 3 hours to say out [...]

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  • Published On: April 17, 2019|6.2 min read|

    Frequently Asked Questions On Capital Gains Tax for UK Expats

    Capital gains taxWhat is capital gains tax?CGT or Capital gains tax is a tax due on the gain made from the disposal of assets.  The tax is due on [...]

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  • Published On: March 11, 2019|5 min read|

    Pension transfers in Dubai and the UAE. All you need to know.

    The FCA (Financial Conduct Authority) requires firms advising on pension transfers to have specific permission for advising on pension transfers and opt-outs. If you are an expat based in [...]

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  • Published On: March 11, 2019|5 min read|

    How to pick a financial adviser in Dubai

    Who are the best financial advisers in Dubai? And how do you go about selecting the right adviser for you? Regulation in Dubai The very first thing you need [...]

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