Published On: September 29, 2025|1.8 min read|What Makes a Good Offshore Financial Planner?
There are five essential qualities of a good offshore financial planner for HNW expats. From governance and evidence-based investing to multi-jurisdictional expertise, discover what sets the best apart.
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Published On: September 25, 2025|2.3 min read|Longevity and Wealth – Planning to Fund 100 Years of Life
Thanks to advances in medicine, better living standards, and lifestyle awareness, many of today’s expats could easily live well into their 90s—or even past 100. While that’s good news for health and family, it presents a major financial challenge: How do you ensure your wealth lasts as long as you do?
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Published On: September 18, 2025|2.2 min read|Who Are the Best Offshore Financial Advisers for UK Expats?
Discover what makes the best offshore financial advisers for UK expats. Explore key qualities such as regulation, cross-border expertise, and transparency, with guidance tailored for HNW families.
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Published On: July 24, 2024|1.3 min read|The critical need for cashflow planning
As life expectancy continues to rise, careful planning for an uncertain future becomes essential.
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Published On: February 23, 2022|3.5 min read|How much money do I need for retirement?
The amount of money you’ll need to enjoy a retirement free from financial constraints will vary depending on your circumstances and retirement plans. There are various sources of advice that can guide you on the best ways to save, and the best ways to draw income from your saving pots in the future. But ultimately, you’ll only get it right by considering all the different variables for your unique position.
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Published On: January 31, 2022|3.5 min read|6 ways high net worth couples can minimise conflict
Financial conflict among couples is quite common in today’s society. In fact, money and financial conflict are one of the primary factors that can lead to a divorce. If you want to ensure that it never becomes an issue with you and your loved one, there are a few simple steps that you can take.
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Published On: March 2, 2019|2.8 min read|How does using a financial adviser add value?
I recently wrote a blog - 'How to pick a financial adviser'.In the blog I discuss the reality that not everyone needs a financial adviser. And in some cases many [...]
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Published On: March 2, 2019|3 min read|Why cashflow planning is essential when planning your retirement
Cash flow modeling is the practice of planning and forecasting sources and uses of cash. Its ultimate objective is to provide a framework that enables the most effective and [...]
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