Tag Archives: independent financial adviser

UK Autumn Statement November 2023 – a summary for expats

Once again Jeremey Hunt, as Chancellor of the Exchequer, has delivered an Autumn Statement, this time with a claim that there would be 110 measures “to help grow the economy”. We will be the judge of that… This article is … Continue reading

Posted in General financial information, Need to know, News, Tax & info | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment

Invest in UK property without a big deposit? Yes, you can!

You may think that you need to save up for ages to save up a deposit to buy a property in the UK but there is another way. There is no need to wait until you have saved 30-35% before … Continue reading

Posted in General financial information, Property, UK Property | Tagged , , , , , , , , , , , , , , , | Leave a comment

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

Posted in General financial information, Need to know, Tax & info, UAE Life | Tagged , , , , , , , , , , , , , , , , , , , , , | Leave a comment

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

Posted in General financial information, Life Assurance, UAE Life | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

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

Posted in General financial information, Investment, Pension, UAE Life | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

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

Posted in General financial information, Investment, Life Assurance, Pension, saving money, UAE Life, UK Property, Wills | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

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

Posted in Pension, UAE Life | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

2023 is the year to get serious about your financial goals

It has often been said that “a goal without a plan is just a wish”, meaning that action is required if you want to achieve your goals in life. We all spend our lives hoping for the best but you … Continue reading

Posted in General financial information, Investment, Life Assurance, Need to know, UAE Life | Tagged , , , , , , , , , , , , , , , , , | Leave a comment

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

Posted in General financial information, Investment, saving money, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment