Are you an Expat with investment property in the UK? – You could be liable for UK Capital Gains Tax

Expats take note. Do you own investment property in the UK?  You could be liable to pay CGT when you come to sell your investment property. In the UK, if you make a profit on the sale of an asset … Read More

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Preparing financially for having a baby

Planning ahead means you’ll have time to get ready for the financial changes you’ll experience once baby arrives.  Anything you can start taking stock of now will make money matters down the road easier on your wallet and your sanity. … Read More

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The wedding of your dreams – how to budget and save for one

The average cost of a wedding in the UK is said to be not far short of £20,000, but the reality is your wedding day can exceed this figure by a long way. Few couples will have this sort of … Read More

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The five year expat master plan!

Aside from the lure of sunnier climes many individuals are drawn to live and work in other countries for increased pay, better benefits, even lower tax, and in some cases no tax at all. Becoming an expatriate can carry with … Read More

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Are you heading for a big tax bill on your pension?

Forthcoming changes to the taxation of pension savings could cost you dearly if you are amassing contributions through either a Defined Benefit or a Defined contribution scheme. We all know people are working longer and retiring later. but in contrast … Read More

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The rising cost of university education and how to pay for it.

Parents inevitably want to provide their children with the best education, right the way from nursery and primary school through to University. We all know that education can prove to be costly but how many parents out there can safely … Read More

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Expats should not take their tax status for granted when it comes to their pensions and investments

A lot of expat clients assume that when living in one European jurisdiction, originally from another, that they can effectively decide on which countries tax they pay on financial instruments such their pension, income and investment gains. This assumption is … Read More

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What are the biggest mistakes to avoid when it comes to a pension especially if you are an ex-patriate?

It is a simple, glaringly obvious fact that very many people are facing a significant shortfall in their retirement income. It is essential to start saving for retirement early enough. And whilst many feel that they have this under control, … Read More

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Inheritance Tax – What You Can Do To Reduce Your Bill?

“Two things in life are inevitable, death and taxes,” said Benjamin Franklin more than 200 years ago, but it’s all too easy to put off considering what will happen when you die, especially if you are at an age where … Read More

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Retirement Nest Eggs

One of the dangers as we trundle down the footpath of life, engrossed with families, work and just generally paying the day to day bills is that we start to neglect the most important investments, especially when it comes to … Read More

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