Tag Archives: expat financial advice

Financial Wellness. What is it and can you improve yours?

Wellness is a term that has become very popular in the past few years. We tend to think of it in terms of mental or physical health but it is time we looked at financial wellness. Simply put, financial wellness … Continue reading

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UK Spring Budget – March 2023. A summary for expats

Here we are again with another Budget and don’t they seem to come around fast? Chancellor of the Exchequer, Jeremy Hunt has been in the role since October of last year and while he issued an Autumn Statement on 17th … Continue reading

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Time to update that QROPS?

If you are looking at this wondering what on earth I am on about, a QROPS is a Qualifying Recognised Overseas Pension Scheme – an overseas pension arrangement into which existing UK pension plans were transferred. A strange acronym but … Continue reading

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UK Autumn Statement November 2022 – a summary for expats

UK Budgets seem to come thick and fast these days with the last one in September, albeit that was referred to as a ‘fiscal event’.  A small budget by any other name can lead to as many problems as a … Continue reading

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10 sensible steps for smart investing

I have put together a simple guide to 10 practical and logical steps you need to follow when investing so to find out more, read on… It is too easy to side-tracked from planning your future, our lives are busy … Continue reading

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UK Mini Budget September 2022 – a summary for expats

When a new Prime Minister takes office, it is usual for them to want to put their own stamp on things and Liz Truss and her team are doing just that. Kwasi Kwarteng, the current Chancellor of the Exchequer, has … Continue reading

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Need to know: The UK’s Foreign Spouse Exemption, the tax issue you don’t hear about

I last covered this topic many years ago, so it is time for an update. If you are a Brit with a foreign husband or wife, or you are not British but are married to a Brit, this article is … Continue reading

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UK property investment with completion August 2022 – online presentation

Join us on Wednesday 27th April at 1pm UAE time, for a presentation about a property investment opportunity that will complete soon. Tenant enquiries are already being taken so this is a good option for anyone who wants to complete … Continue reading

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UK Spring Statement, March 2022 – a summary for expats

The Spring Statement is essentially a mini-Budget, allowing the Chancellor of the Exchequer to make announcements, some minor changes, and to provides updates on the economy.  It does not usually include major tax or spending changes. This is not an … Continue reading

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Stock markets and investments – what not to do in volatile times

On 24th February, we woke to the news that Russia had invaded Ukraine. The situation had been deteriorating for a while but now we have the terrible reality of military conflict. The article is about financial matters, not politics, but … Continue reading

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