Published On: March 19, 2024|1.5 min read|Creating Financial Independence
The journey towards financial freedom is a marathon, demanding patience, discipline, optimism, and regular progress checks.
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Published On: March 18, 2024|1.9 min read|Offshore banking for expats
Want to know the golden rule of banking for ex-pats? If you come from Country A and live in Country B; then you should ALWAYS bank in Country C. Why?
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Published On: March 13, 2024|1.5 min read|Why you should confront the elephant of inheritance in your family
Inheritances could be a ticking time bomb in family dynamics. But you can dodge family squabbles and pricey legal battles.
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Published On: March 11, 2024|1.6 min read|Why completing a beneficiary form for your pensions is essential
Did you know that your Will doesn't directly cover the money in your pension pots, nor who inherits it? So informing your pension providers about your desired beneficiaries is absolutely essential.
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Published On: March 9, 2024|1.5 min read|Understanding the new lumpsum rules following the abolishment of the lifetime allowance
Savers could potentially DOUBLE the tax-free amount they can withdraw from their pensions, due to a potential new loophole created under incoming rule changes in the Finance Bill.
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Published On: January 18, 2024|2 min read|Plan don’t predict
Don’t try to outguess and predict the markets—go with them, even when that means tolerating and being prepared to live through some short-term disappointments. Instead, have a plan - Odds are you’ll have a better investment experience in the long run.
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Published On: September 7, 2023|2.7 min read|Navigating Grief: Understanding the Steps After a Loss in the UK
In the UK, the steps following a death can be intricate, and understanding them can provide a small semblance of structure during such a tumultuous time.
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Published On: August 18, 2023|3.1 min read|Protecting Your Assets in Second Marriages: The Inconvenient Truth
This detailed analysis emphasises the criticality of establishing a Trust during one's lifetime, particularly in the backdrop of second marriages, to shield assets and guarantee that offspring from prior unions are not unintentionally disinherited.
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Published On: August 9, 2023|3.8 min read|How much can I withdraw from my pension and investment in retirement? Balancing Income and capital Preservation
Finding the right balance between enjoying a comfortable retirement and preserving your savings requires careful planning and consideration.
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Published On: August 9, 2023|3.3 min read|Advantages of Offshore Bonds for UK Expats
In this blog post, we will explore the advantages of offshore bonds for UK expats and why they are worth considering as part of a comprehensive financial strategy.
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Published On: August 2, 2023|3.1 min read|UK Statutory Residence Test: Are You Sure You Are Non-Resident for Tax Purposes?
In this blog post, we will explore the UK statutory residence test and shed light on the factors that determine tax residency status.
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Published On: July 28, 2023|3.9 min read|How lifestyle financial planning helps address the persistent question of having enough
The process of lifestyle financial planning goes far deeper than products or investment returns. These are merely the tip of the iceberg. Instead, it's about creating a deeper connection with clients.
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Published On: July 28, 2023|2.9 min read|Tuning Out the Noise: The Importance of Ignoring Market Noise in Investing
In the world of investing, staying focused on long-term goals and making informed decisions are essential for building wealth and achieving financial success.
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Published On: July 21, 2023|3 min read|Unraveling the Mysteries of Investment Risk: A Comprehensive Guide
In this blog, we will explore the various types of investment risk that investors should be aware of to make informed decisions and safeguard their financial future.
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Published On: July 21, 2023|2.9 min read|Decoding Risk Appetite: How Financial Advisers Determine Client Risk Tolerance
Determining a client's risk appetite is a critical step in crafting a well-suited and personalized investment strategy. Financial advisers use a combination of risk tolerance questionnaires, assessment of investment knowledge, consideration of financial goals, evaluation of the client's current financial situation, and understanding emotional factors to gauge risk appetite accurately.
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Published On: July 3, 2023|2.7 min read|The Benefits of QNUPS for Expats: Securing Your Financial Future Abroad
In this blog, we will explore the concept of trust planning for UK ex-pats and highlight its significance in securing your financial future.
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