Living abroad and still using UK-based financial advisers? 4 things to consider.

If you live in the EU but take financial advice from the UK, what do you need to think about…

Cross-border financial planning for expatriates in France

If you live in France and have assets or family in the UK, cross-border financial planning can be complex. You…

Creating and maintaining a successful investment plan

Whether you’re looking to invest new capital or refresh neglected savings and investments, how should you create and maintain a…

Modelo 720 March deadline – What do you need to do?

Modelo 720 – or Form 720 – is an online declaration Spanish residents may need to complete each year.

UK budget 2024 update

The UK budget 2024, as expected, included various tax rises, though income tax rates remain unchanged.  The key tax reforms…

Do the US elections impact the stock markets?

While US presidential elections can have worldwide significance, historically, the result has not had much impact on investment markets.

Are your savings and investments suitable for you today and your future plans?

Investment planning involves carefully examining your objectives and risk appetite to ensure your portfolio is suitable for your current circumstances…

Why effective tax planning is so rewarding

Effective tax planning provides many benefits for yourself and your heirs. As well as lower tax bills, it can help…

Investment decision paralysis – how to overcome an overload of choices

Investment decision paralysis occurs when we are faced with so many investment options that we struggle to compare – but…

Retirement in Spain – 8 key steps to take before and after your move

Retirement in Spain remains popular among British nationals, and with very good reason – there are so many benefits to…

The multi-manager investment approach – specialists vs generalists

Multi-manager investment enables your portfolio to be managed by several different fund managers, each selected for their expertise in specific…

Making a home in Spain? Five financial essentials to consider

Making a new home in Spain? If you are quite new to living in Spain or in the process of…

Financial planning issues British expatriates overlook or get wrong in France

Financial planning issues UK nationals face when moving to or living in France are compounded if they have not adequately…

Protect your pensions and retirement savings for the long-term

Protecting your pensions and savings is essential to safeguarding the money you have set aside for a comfortable retirement. Here,…

ESG investing – earning returns while helping the environment and society

Opting for ESG investing means directing your funds towards companies committed to improving the world. This ethical investment approach allows…

Choosing a financial adviser for your life abroad

Choosing a financial adviser is the first step to take when reviewing your wealth management for living abroad. This will…