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…

Make your money last as long as you do: 5 questions to ask

Help ensure your pensions, savings and investments will provide financial security in retirement by asking 5 key questions.

Should you keep your UK ISAs when moving and living abroad?

While ISAs are a valued savings arrangement in the UK, they lose their essential tax advantages when you move abroad.…

How UK investments are taxed in Portugal

Many British expatriates living in Portugal continue to hold the same savings and investments they had in the UK, even…

The Mbappé Law – a new tax deduction for foreign investors in Madrid

The ‘Mbappé Law’ is a new tax incentive introduced by Madrid to attract foreign investors and talent to live in…

Property or investment – which is the better option?

When we speak of property or investment in this article, we compare two different routes of investment; we weigh the…

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…

UK budget 2024 – Painful taxing times ahead?

The Labour government’s first budget will be announced on 30 October.  While the Chancellor has promised not to increase income…

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…

UK Premium Bonds and British expatriates

Premium bonds have been a popular savings arrangement in the UK for decades, and millions of people of all ages…

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…

Look beyond property to unlock investment potential

Property is a solid, reliable investment that holds its value, right? For many people, investing in bricks and mortar by…

Capital gains tax – what British expatriates in France need to know

Capital gains tax impacts many people and UK nationals living in France need to follow both the French and UK…

Geopolitical risk – investing in an unpredictable world

Geopolitical risk has become an increasingly significant factor influencing global investment decisions. This article explores the complexities around the geopolitical…