Tag Archives: Dubai IFA

Currency transfers – how to get the best rates with full security

Most expats have a need to move money between currencies and it makes sense to find a way to do this securely, easily and where you can save money. You can do this easily, from your desk or sofa. Importantly, … Continue reading

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A short story about protecting your family…

Your family is important. Your children are important. When you have dependents and loved ones, you want to make sure that they will be financially okay, no matter what happens. Have a watch of this short clip to understand why … Continue reading

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Investments in 2023. Where are we now?

When it comes to investment we are still living in interesting times. With so many unexpected global events in recent years and those that are ongoing, investing has not been a great deal of fun of late, and I fully … Continue reading

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Golden visas & second passports – making borders a thing of the past

Not everyone is lucky enough to have a passport that allows them to travel around the world with minimum hassle and without having to apply to a visa wherever they go. If you don’t have that privilege, did you know … Continue reading

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Family matters: some things never change

Winston Churchill is a towering figure in British political history but was also an orator and writer. What I want to focus on is a quote that is relevant to most of our lives, even now, over 100 years after … Continue reading

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New Year, new financial you? 10 tips for getting on track in 2021

Many of us make New Year resolutions, but how many of those are about our finances? 2020 was a tough year for large numbers of people, and we aren’t out of the woods yet, but knowing you have taken all … Continue reading

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What has a financial adviser ever done for you?

Paraphrasing Monty Python, purely to get your attention, but it’s a valid question. I am in an industry that is frequently criticised in the UAE, often for good reason, but let me explain why using a qualified adviser (rather than … Continue reading

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Life Assurance and Coronavirus – your questions answered

With the spread of COVID-19 around the world, it is no surprise that people have queries about their existing life policies and that we have seen an uplift in applications in recent weeks. People have also been asking specific questions. … Continue reading

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

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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Need to know: Taxes on UK property

I have previously written about the various taxes that relate to the ownership of property in the UK but this article brings all the information together in one handy guide. This is written for the benefit of expats. There are … Continue reading

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