Category Archives: Investment

The retirement time bomb & why it’s even worse for women

Posted on January 28, 2019 by

Retirement planning is rarely seen as an exciting topic but no one can deny that planning for your financial future is important. It becomes even more important when you find out that the vast majority of people are woefully underfunded … Continue reading →

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Higher education costs – the facts and how to plan

Posted on September 2, 2018 by

The days of most expats having their children’s school fees paid for them are gone and even if you have an education allowance as part of your salary package it will stop once they finish secondary school. If they then … Continue reading →

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Have you forgotten or lost a UK pension?

Posted on May 29, 2018 by

This may sound like a silly question but research from a major British insurance company has shown that up there are up to 2.5 million forgotten UK pension plans.  Furthermore, the UK government estimates that the size of these forgotten … Continue reading →

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Are your funds in the dog house?

Posted on April 16, 2018 by

It is estimated that in the UK alone some £8 billion is languishing in under-performing investment funds. Add all the money in offshore funds and other jurisdictions and the number is worryingly large. These poorly performing funds, known as dogs, … Continue reading →

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Need to know: Your financial priorities

Posted on April 3, 2018 by

Many of us muddle through our financial lives, not focusing on what matters the most, so this article is designed to help you sort out your financial priorities. You have probably thought that there are some issues you need to … Continue reading →

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When your investments are more than just money

Posted on February 6, 2018 by

For a significant number of investors, investing in shares and funds can feel like a dance with the devil as they have to compromise beliefs to achieve a return. With the growing awareness of the environmental impact of modern life, … Continue reading →

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2018 – how will it be for you & your finances?

Posted on January 7, 2018 by

There is no doubt that we live in interesting times on many levels and naturally people will have financial concerns. High on the list of worries is the potential adverse effect of a geopolitical event but it is the potential … Continue reading →

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