Tag Archives: UK pension

UK Spring Budget – March 2023. A summary for expats

Here we are again with another Budget and don’t they seem to come around fast? Chancellor of the Exchequer, Jeremy Hunt has been in the role since October of last year and while he issued an Autumn Statement on 17th … Continue reading

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Planning your financial future – the top 10 mistakes you want to avoid

Too many people bury their heads in the sand when it comes to planning for their financial future so we need to face some facts. The reality is that most people are facing a significant shortfall in their retirement income. … 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 Spring Statement, March 2022 – a summary for expats

The Spring Statement is essentially a mini-Budget, allowing the Chancellor of the Exchequer to make announcements, some minor changes, and to provides updates on the economy.  It does not usually include major tax or spending changes. This is not an … 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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Looking for property investment with high yield? In London?

Yes, such a thing is available and it is something very different to the usual apartments on offer. I have a new investment for clients with yields of over 10% per annum.

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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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10 Steps for Smart Investing

The financial services industry is full of jargon and sales messages so sometimes it can be difficult to separate fact from fiction, the reality from the adverts and the sales pitches. With that in mind, I have put together a … 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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