knowledge centre
The latest financial news and thought pieces from the team.
Pension Planning for UK Expats
Pensions play an important role in your long-term financial planning. In this blog, we’ll delve into the intricacies of pension planning for UK expats, exploring the challenges they might face and offering guidance on how to navigate them.
Golf And Lifetime Financial Planning
In golf, a well-planned strategy and consistent practice are key to navigating your way successfully through the course and lowering your handicap. Many of the same principles apply to achieving long-term financial success and living the life you want.
UK State Pension for Expats
Often underappreciated, State Pension is a very valuable retirement planning tool in your expat arsenal. Here we discuss everything you need to know about the UK State Pension as an Expat – why it’s so important, and how to make sure you get it.
How to Make Good Investment Decisions – Understanding your Relationship with Risk
When investing your savings, risk is inevitable and a part of the process. But not all investors have the same relationship with risk, and none have the same personal circumstances.
Behavioural Finance and How It Affects Our Decision-Making Around Money
Behavioural finance is field that combines psychology and finance to better understand why people behave the way they do, and how that behaviour affects financial outcomes.
10 Questions to Ask a Financial Planner or Financial Adviser – How to pick a Financial Adviser
Finding the right Financial Planner can be hard, especially for expats trying to navigate the international market and all the added complexities/dangers that accompany it.
Top 10 Tips – New Year’s Resolutions to get on top of your finances in 2023
Get 2023 off to a good start.
Take a look at our top 10 tips to help you get on top of your personal finances and make 2023 a financial success.
Property vs. Stocks – What Should I Invest In?
We get a lot of questions around this topic, and there is a lot of misinformation and unconscious bias around the subject.
But what is actually the best investment – property or stocks?
Case Study – “I’m an architect living in Dubai – should I transfer my UK pension to a SIPP or a QROPS?”
Read about our client, David – an architect living in Dubai, he came to us wondering whether to transfer his UK pension to a SIPP or QROPS.
Demystifying Pensions – what’s the difference between a SIPP and a QROPS?
Do you have UK pensions? Have you heard a “SIPP” or “QROPS” mentioned and found yourself confused, wondering what they are or if you need one?
What Expats need to know about money and wealth
What is money, why is it important and how does your past shape your relationship to money in the present and your chances of reaching key financial milestones in the future?
How to create your own financial plan
What is financial planning, how could everybody benefit from having one and what are the sometimes-hidden components of a solid financial plan?