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Review your finances for the new year

New year is a good time to check your tax, savings, pension and estate planning are on track to meet your family’s needs in 2018 and beyond.

Look beyond property to unlock investment potential

Property investments can fall behind when it comes to the key principles of liquidity, risk and return, diversification and tax efficiency.

How to get your finances Brexit-ready

Reviewing your currency, investment, tax planning and pension options now can help you secure financial security, whatever Brexit brings.

One size does not fit all when it comes to investments

The best investment approach for you will depend on your situation, goals, time-frame and risk appetite. Tax considerations are also key.

Can you afford the cost of living longer?

Today’s life expectancy means retirement could last decades. How can you make your savings, investments and pensions last as long as you do?

What can we expect from a higher UK interest rate?

How does the increase in the UK interest rate to 0.75% affect savings and investments, exchange rates and pensions for expatriates?

Is it still worth owning buy-to-let property in the UK?

With recent changes increasing the tax burden for landlords and property investors, is it time to rethink owning UK buy-to-let property?

Home bias vs. diversification: Some home truths about investing

We explore the implications of concentrating on property and UK-based investments and why diversification is so important when investing.

Will a UK interest rate rise be good news for savers?

Signs are that UK interest rates may soon increase. Why might this happen and what do expatriates with British savings need to consider?

Portugal tax in 2018

Has 2018 brought any changes to taxes on income, capital gains, wealth, investments and trusts or non-habitual residence rules in Portugal?

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