Tag Archives: Keren Bobker

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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Interest rates, inflation & UK mortgages – some facts

I know a few people are worrying about mortgage interest rates and are hesitating buying property because of that so let’s put the increases it in perspective. There are loads of complex and jargon-heavy articles in the financial press 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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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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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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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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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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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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