Latest Articles
Why so many want to retire abroad
If you have read my blog “Why people spend on annual holidays rather than save for their retirement"...
Pound Cost Ravaging – the beast that can destroy your pension pot
Perhaps one of the most hazardous complexities of new flexibilities, allowing individuals to manage their own income in...
5 reasons why having a financial adviser is important
In the age of information, the answer to nearly any question is available at your fingertips. Want to...
58% of expats concerned about having to leave suddenly
What are expats in the UAE most concerned about when it comes to their finances and life? We...
Living the expat dream
The expat dream remains very much alive and real amongst Brits, with a series of independent polls and...
The What Ifs need careful financial planning
Regardless of where you are going, as an expat or a local, it is critical to consider the...
The Best Retirement Plan for Expatriates
Let’s bring flexibility to retirement There's no one best plan for retirement. You think retirement, and the first...
Why France makes an awesome place to retire!
If you are looking for a new home or a new start in retirement, retiring in France is...
Tips for international financial advisers considering moving to the UK
We talk a lot about our clients moving overseas, or returning back home, but what about internationally based...
Life expectancy: uncovering the taboo
One of the most important tasks undertaken by a financial adviser is to help clients consider their life...
Expats must embrace financial planning more than counterparts ‘back home’
I was recently interviewed to put the case forward that expats need to embrace the idea of financial...
Returning To The US: American Expats Read This!
Returning to the U.S. can be a tricky proposition if you are not properly prepared. You are on...
Longer life expectancy of retirees presents challenges in retirement
The longer life expectancy of retirees presents challenges in retirement. The good news? We're living longer. The bad...
UAE Expats: Dangers of joint bank accounts
Indian expat Narendra Gajria lost his wife, and Dh1 million in savings blocked in banks If you think...
Retiring in Switzerland: Three-pillar pension system
Now that we understand why so many people retire abroad and understand the important factors to consider when preparing...
Moving to Switzerland? Plan for the Future!
The following article is written by Graeme Perry, Solicitor at Sykes Anderson Perry Limited Solicitors and Chartered Tax...
Counting sheep at night? What causes your lack of sleep?
Tired of counting sheep...? In my previous blog "No Sleep? Stressed Out..." I looked at some of the...
Making money is no guarantee of being rich
Here’s a fact: In 2018, 121 people fell off Forbes’ “The World’s Billionaires” list. Backtrack a bit more,...
Money Makes Millionaires Go Around The World
In addition to my recent blog "What does being RICH come down to", I believe many millionaires are...
The Real Retirement Age for Young Workers
Understanding of the real retirement age... Young high earners in Britain face similar problems to the rest of...
Countries To Retire – Retiring in Switzerland
Retiring in Switzerland is something I get asked about a lot. I am exploring the retirement relocation options...
Countries To Retire – Retiring in Germany
Retiring in Germany might not seem like the obvious choice to many, however, there are a great many...
Retiring in Spain – The perfect location for expats
Retiring in Spain has long been a popular overseas location amongst British expats and it's easy to see...
Why your bank is laughing at you?
How much money do you keep in your current account? If you keep a sizeable balance in your...
What will be the Impact of Job Losses Upon the Global Economy?
Most of us are still able to recall the economic trials and tribulations associated with the financial crisis...