Taking the right steps now can help you stretch your retirement income to afford the lifestyle you want in Mallorca or Menorca for as long as you need.
Being overweight in one or two asset classes increases risk. To protect your savings you need a good mix of investment assets, designed around your objectives, circumstances and risk profile.
When choosing investments remember, if it sounds too good to be true it probably is. Investments can be riskier than they first appear. Caution is advised when choosing new, unusual funds.
While investing in real estate has its advantages, it can have significant drawbacks when it comes to the key investment principles of liquidity, risk and returns, diversification and tax efficiency.
If you own property or are thinking about buying a home in Portugal, you could be affected by new tax rules, including a ‘wealth tax’ on high-value properties and a new way of defining ‘tax havens’.
For expatriates there are 5 key principles for achieving an optimum investment portfolio to ensure peace of mind that your investments will meet the unique needs of you and your family.
For peace of mind you should establish what investor protection you have with each of your banks, in the event of institutional failure, and how it works.
In our view, there are five key aspects that you need to address to ensure you obtain the optimum investment portfolio to suit you and your particular situation.
We hope Brexit doesn’t prevent anyone from fulfilling their dream of living in France. There are steps you can take to protect your finances from the uncertainty surrounding the UK’s exit from the EU.
The New Year is a good time to review your financial planning for Cyprus. Is it up to date? There are various elements you should consider, from investments, to pensions, to tax and estate planning.