Tag Archives: independent financial adviser

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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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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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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10 Financial Resolutions for 2022 you can actually keep

Many of us make New Year resolutions, but how many of those are about our finances? And how many of them do we really keep? 2020 and 2021 have been tough years for large numbers of people and we can’t … Continue reading

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UK Budget & Spending Review October 2021 – a summary for expats

As has been the case for the past couple of years, many of the Budget measure have been leaked or drip-fed to the press so we were not expecting much in the way of surprises and there is nothing that … Continue reading

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How to invest in UK property without stress

In an uncertain world, it is understandable that we have seen an increase in interest in investing in property. It is human nature to want to put your money into something that you can see and touch. Property markets are … Continue reading

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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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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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The future of investing is… flexible

We all know that we need to invest our money to make it grow but the options for expats in the UAE have been a little limited, until now.  Following changes in legislation, I am now delighted to offer fully … Continue reading

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