Tag Archives: expat pensions

Are your investment funds in the dog house?

It is estimated that in the UK alone more than £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 … Continue reading

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Why investing can be more than just money

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

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UK Budget March 2021 – the facts for expats

There is no question that this will not have been an easy Budget to put together. There are still uncertainties in respect of Covid19 and the UK economy has problems, for more than one reason. With so many people on … 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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News: Minimum age to access UK private pensions to change

This information has been confirmed on the UK Parliament website following an exchange in the House of Commons today, 3rd September 2020. The exact wording is as follows: “In 2014 the government announced it would increase the minimum pension age … Continue reading

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New to Dubai? Important facts & financial information

Welcome to Dubai and a new and exciting life. There is a lot to learn and while this is not a complete guide to setting up in Dubai, it does give you a useful overview of many of the financial … Continue reading

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The Mystery of the Missing Pensions

Research has shown that a large number of people have forgotten UK pension plans, or lost track of a plan from years ago or from previous employment. The value of these lost pension funds is around £19.4 billion according to … Continue reading

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Coronavirus and your investments – part 2

I published an article on this topic on 4th March but with the ongoing situation and further stock markets falls, it is time for another. With worries and panic across the world in respect of both health and all the … Continue reading

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UK Budget March 2020 – the facts for expats

This is the first budget of this Government and the first by Chancellor, Rishi Sunak, less than a month after taking over at the Treasury. This article is a brief overview of some of the main points with particular reference … Continue reading

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Coronavirus and your investments – part one

No one can avoid this subject right now but, in this article, I want to address the financial concerns, specifically in relation to investments. Global stock markets fell last week, the largest falls over a couple of days for 10 … Continue reading

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