It’s a good time of year to be writing about Happiness, but it is something that should perhaps take more priority all year round. This post is inspired by one
We post articles each week on various aspects of life as an international or expat in Europe in relation to managing your investment, pensions and your money in general. We
Financial education for many people is one of those things that is important but never urgent and there is always something better to do, even if that is the housework!
Since FATCA (The Foreign Account Tax Compliance Act ) came into force in 2010, it has impacted Americans and US connected persons living abroad significantly. FATCA requires all US Citizens
This post covers a concept that we speak about a lot with our clients and is one that can have a major impact on achieving your goals and creating a
For expats and internationals living in Europe that own or aspire to own property in the UK, there are lots of reasons to remain positive about property in the UK.
The idea of retirement is changing and they way we will live into our senior years is undergoing a substantial social shift, right now, and right in front of us.
There are a number of factors to take into account whether you are planning and managing your investments yourself or getting professional advice. We consider five key factors when undertaking
We have written about a number of aspects of risk and volatility in financial and investment management recently, including: managing unexpected events; how to act after something goes wrong; the
Slipped up? Wish the advice arrived sooner? We have written recently here about how to prepare for the unexpected and how to protect yourself from future upsets, but what if
Sometimes, very rarely, everything goes exactly according to plan. Far more often, there are shocks to the system. Whether you find yourself away on holiday with the family and suddenly
With the summer holiday period officially finished, schools are back, working life has resumed and we are seeing a lot of requests for help as people get their financial lives
We recently wrote about risk profiling and how we align our clients’ goals to the dynamics of the markets and their assessed risk profile. You can read more about it
One of the first things we do with new clients, after discussing their needs, goals and what they want to achieve, is to do a risk profile assessment. It is
Companies are increasingly realising that investing in the wellbeing of their staff is not just a good and right thing to do but that it can also have positive returns
Of all the confusing acronyms regarding tax issues for US-connected investors that are thrown about these days, PFIC is probably the most misunderstood. Even once you expand the abbreviation to