Tag Archives: Retirement planning

Have you forgotten or lost a UK pension?

This may sound like a silly question but research from a major British insurance company has shown that up there are up to 2.5 million forgotten UK pension plans.  Furthermore, the UK government estimates that the size of these forgotten … Continue reading

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Are your funds in the dog house?

It is estimated that in the UK alone some £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 dogs, … Continue reading

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Need to know: Your financial priorities

Many of us muddle through our financial lives, not focusing on what matters the most, so this article is designed to help you sort out your financial priorities. You have probably thought that there are some issues you need to … Continue reading

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When your investments are 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 beliefs to achieve a return. With the growing awareness of the environmental impact of modern life, … Continue reading

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UK Budget March 2017 – the main points for expats

9th March 2017 saw the final UK Spring Budget as the announcements now move to the Autumn. As ever there were a number of measures that will affect expats, including a surprise regarding pensions. This article is a brief overview … Continue reading

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UK National Insurance payments & the State Pension – what expats need to know

The rules regarding entitlement to the UK State Pension have just changed so if you are not fully aware of the changes, and how they might affect you, and studies show that few people are, you need to read on.

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12 financial myths plus some facts.

As with anything there are myths, stories and  old wives tales in respect of financial issues but what are they and what is the reality? In this article I cover several of the common myths and explain the reality of the … Continue reading

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