The link between your wellbeing and how you think about money

Money has a substantial impact on our wellbeing. The uncertainty many people faced in the last year due to Covid, demonstrated that. To understand the nature of this uncertainty a

The Risk Gap

We are always told that all investments carry risk and that any asset can go down in value as well as up. We know that different people have different attitudes

The importance of communication in investing

Communicating effectively is one of the universal challenges, and some would say, problems in communicating are the root cause of much tension and conflict at all levels of society and

World Environment Day: Why restoring ecosystems is important

This weekend, on 5 June 2021, it is World Environment Day. It is the United Nations day for encouraging worldwide awareness and action to protect our environment. It aims to

How and why to avoid chasing the latest investment trend

We have written before about the temptation and false sense of safety that comes from following what everyone else appears to be doing when it comes to investing, by putting

Australian Federal Budget 2021 proposed changes for Aussie expats

A detail buried in the Australian federal Government annual budget last week, has been uncovered and published in the Australian Financial Review by Emma Connors, and is causing angst among

5 scams criminals use to steal your money, and effective ways to protect yourself

According to the French media service, Connexion, there was a 400% increase in online shopping scams when France first went into lockdown in 2020. The nation’s postal service, La Poste,

Ten perennial rules for expat financial planning

In this special article, we present ten perennial rules for expats when it comes to managing their investments. Irrespective of the stage in the investment market cycle, where the economy

Making sense of money: financial jargon-busting for expats in Europe

In recent discussions with some of our clients, we are reminded there is a lot of financial jargon and unnecessary complication when it comes to finance, investments, and money. We

Financial Planning as an expat couple to reach your goals

When you’re making financial decisions, it helps to get good advice, but who do you speak with? Some people speak with friends, or go to online forums to search for

Has the office had its day, and what could that mean for your investments?

It’s a scene that’s familiar across Europe: spreadsheets piled up on the dining room table, laptop open on a kitchen worktop, and reports sitting on the sofa or the bed.

Here’s everything you need to know if you want a UK foreign national mortgage

Guest article by Altura Mortgage Finance According to government data, in 2019 there were approximately 6.2 million people with non-British nationality living in the UK and 9.5 million people who

How to make the most of your bonus: how expats can manage a lump sum windfall

At this time of year, many expats receive an annual bonus in the form of cash, company shares or both. How you deal with this additional capital can have a

Does money make you happy?

Is the common saying “money can’t buy happiness” true? Research had said it was true to a point and that beyond a certain level of income additional wealth did not

What is inflation and how can it disrupt your investment plans?

Inflation is one of those topics that is important; it can be quite impactful on your investments and spending power, but, for many it is not very interesting or exciting.

Americans in Europe: 3 things to avoid and 1 must-do

We know that it can be particularly difficult as a US citizen living in Europe when it comes to managing your money. The US non-resident tax and reporting laws are