• Published On: February 24, 2021|7.4 min read|

    Could You Be Heading For A US Estate Tax Bill, By Holding US Stock?

    The Often Unknown Tax Liability Facing Foreign Investors in U.S. Equities....... Many investors assume that the US federal estate tax only applies to those domiciled or resident in the [...]

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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: March 11, 2019|2.4 min read|

    Organizing a UK Power of attorney

    Often at some stage in life loved ones may become unable to look after their own affairs, and they will generally want those closest to them to look after [...]

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  • Published On: March 9, 2019|7 min read|

    The 5 year Expat Master Plan!

    Aside from the lure of sunnier climes many individuals are drawn to live and work in other countries for increased pay, better benefits, even lower tax, and in some [...]

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  • Published On: March 11, 2017|3.6 min read|

    UK Autumn Budget 2017

    he Chancellor, Philip Hammond has announced the Autumn Budget 2017. Here is the budget in a nutshell: Outlook on growth Philip Hammond revealed a deteriorating outlook in his annual [...]

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  • Published On: March 8, 2016|2.6 min read|

    Active versus passive investing

    One of the most important questions any investor should ask themselves, is whether to take an active or passive approach when selecting the investments that will sit within a portfolio. [...]

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  • Published On: March 2, 2016|1.5 min read|

    Offshore tax crackdown – could it affect you as an expat?

    In recent years, governments and financial institutions have become much more aware of the large amounts of undisclosed wealth held in offshore bank accounts. Concerned that they are missing [...]

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  • Published On: March 4, 2015|1.3 min read|

    The 2015 British Budget in a nutshell

    What are the main changes to the UK’s budget for 2015-16 and how will they affect you? The tax-free personal allowance is set to rise from £10,600 in 2015-6 [...]

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