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The Four Pillars of Wealth Management

Wealth management is a deeply personal, long term process that will differ from person to person depending on their circumstances and goals. Whilst it is imperative to take this into consideration when developing a strategy to achieve financial objectives, there are four main concepts that are applicable to almost all financial planning journeys and are […]

General
26/01/2023

2023: The year to buy property in France?

France, with its convenient location just across the channel, has been a popular location for UK expats, both retired and working, for many years. With everything from fully-functional ski resorts in the Alps to sun-drenched beaches on the French Riviera, the country has something for everyone, whatever your interests or lifestyle. If you have been […]

General
25/01/2023

UK Pension Tax Relief Amounted to £51.6B Last Year

The HRMC has revealed that the cost of pension tax relief in the UK last year amounted to the astronomical sum of £51.6 billion. This is due to the tax relief that UK citizens receive on contributions to their pensions (up to the annual allowance limit) and the NI relief that employers also receive on […]

General
23/01/2023

How your UK pension could be changing in 2023?

With the recent turbulence in UK politics resulting in budget reviews and u-turns, it has been a time of uncertainty when it comes to government policies, as nothing seems set in stone. These constant developments have been concerning for many as the cost of living crisis puts pressure on much of the population to plan […]

General
10/01/2023

The Rise and fall of the Finfluencer

Whilst social media has presented many with the opportunity to learn new skills and enrich their understanding of complex subjects, the increased access to knowledge it has provided has also resulted in some counterproductive developments, particularly when it comes to the financial services industry. Popular social media outlets such as TikTok and Instagram have provided […]

General
04/01/2023

What are the best cities to move to in Portugal?

Any expats still looking for incentives to move to Portugal need only look at the sheer variety of styles, culture, and activities in Portugal’s major cities, charming rural towns, and quaint seaside resorts; Brits moving to Portugal will find there’s an area to suit every lifestyle. Lisbon Many expats choose to join Lisbon’s 504,718 population, […]

General
21/12/2022

How to be financially prepared for 2023?

This past year has proved precisely how unpredictable the economy can be, and how quickly the changes can impact investments and our day-to-day lives This turbulence can be deeply disruptive, not only to our finances but also to our quality of life and mental health, especially when you are in the process of trying to […]

General
15/12/2022

Investing Trends for 2023

2022 has proven to be an economically difficult year for everyone, with investors facing a turbulent and unpredictable market as a result. The fallout from the global pandemic, combined with the precariousness of the situation in Ukraine and other political instability has made the prospect of a recession appear increasingly likely and led to inflation […]

General
14/12/2022