Financial awareness and the importance of financial literacy

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

5 Reasons why you should Invest in Financial Education

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!

The Challenges for Americans living in Europe and Actions you can take

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

The Power of 5 Years

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

12 lenders you’ve never heard of for British expats in Europe

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.

Why our understanding of Retirement is changing, especially for expats and what you need to do about it

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.

The 5 Key Factors You Need to Consider Before Investing

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

Are you taking the right investment risk?

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

What to Do When Things Go Wrong

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

Coping with Surprises

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

Your Top 5 Questions this Month

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

Investing Irrationally- Behavioural Economics

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

Your Risk Profile and Dynamic Investments

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

AIM for Financial Wellbeing for your International Employees

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

PFICs – What are they, and why do they matter?

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

Why a Black Swan?

“Why the Black Swan?” It’s a question we are frequently asked. In this article we explain why we are named after it, or more accurately the Black Swan theory, how