FYI, IMHO, there are far too many opaque acronyms in the world of finance. For many banks and financial service providers, the use of acronyms and jargon seems to be
The rules of work and retirement are changing. We have written about this before here and new data backs it up: we can no longer bank on a guaranteed job
Wherever you live in Europe as an expat or international professional it is important to keep on top of all changes in your country of residence. In this post we
When we are asked what we do, the best description of our services is that we help clients identify their targets– what is really important for them– and help them
Here is the key message right up front: Small actions taken consistently over time can have a substantial impact. This is so important for anyone looking at their existing investment
Retirement planning changes when you become an expat. Most of us have accrued pensions from our employers in our home country and often in the countries we are now living
Do you want to make a difference to the world around you through your investments? It’s a request we receive more and more. How can I invest consciously? What does
We wish you all a very happy and fulfilling New Year. What do you want to achieve in the 2020s? It is the time of year when we reflect on
If you are an Australian living in Europe and you still own property in Australia, you need to read this. Overseas owners of Australian property will lose capital gains tax
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.
A member of the: