Due to continued demand from expats based in the UAE and Middle East in general who are considering acquiring a mortgage in the UK, I have created a list of Frequently Asked Questions (FAQs) that can assist with many of the initial points facing expats. Expats are becoming increasingly aware that they...
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“They are nowhere near as good as they used to be and now that you are an expat, they simply don’t work!” I know this will be hard to hear for some British Expats living in well-known expat locations such as Dubai or Abu Dhabi, but I...
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More and more young people are relying on the bank of mum and dad. Between expensive education and skyrocketing house prices in global hotspots, many young adults don’t have a hope of clambering onto the property ladder without assistance. But let’s turn that question around. Should...
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Pensions have become far more flexible and tax efficient over the past 10 years leaving us with an effective tax and estate planning vehicle. However, this leads to the question, what role does a Critical Yield now play in deciding the suitability of transferring out...
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One of the most important tasks undertaken by a financial adviser is to help clients consider their life expectancy. This is often a tricky subject to broach. Contemplating our mortality can be an uncomfortable scenario for many. However, when it comes to financial planning, it is essential. Focusing...
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Are you a spender or a saver? The differences between the two can be profound. Savers can be obsessed with their nest egg and will go to great lengths to continue padding it, whether that means skipping vacations, forgoing a night on the town or...
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Three big investment mistakes Oh, the stock market is on a downturn. Quick, sell! Okay, wait, it’s picking back up again. Buy before it reaches its peak! Sound familiar? This exact scenario played out during the tail end of 2018. The last quarter was quite wild for...
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Let’s bring flexibility to retirement You think retirement, and the first picture that pops to mind is a life of idle in a sunlit location. Or possibly a little place in the Cotswolds. Whatever it is, people often assume that retirement means just kicking back and...
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Would you be ready if you had become unemployed tomorrow? What if you lost your job tomorrow? Nobody wants this, and no one wants to talk about this. Trouble is, it’s our job to bring up these possibilities and make sure you’re protected. Say you’re on a...
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Expatriate Taxes Have you moved overseas? Chances are, if you’re reading this, you’re an expat in a low-tax jurisdiction. Congratulations, because taking income tax out of the equation frees up income for you to build a secure financial future. But hang on – let’s not get carried...
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Would you be ready if you had to leave tomorrow? What if you lost your job tomorrow? Nobody wants this, and no one wants to talk about this. Trouble is, it’s our job to bring up these possibilities and make sure you’re protected. Say you’re on a...
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Global financial advisory and wealth management firm swissglobal has chalked out its runup by becoming the official sponsor of the Darjeeling Cricket Club – the UAE’s oldest cricket institution. swissglobal’s sponsorship will help this mainstay of the UAE’s cricket scene take up the willow at the...
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What are expats in the UAE most concerned about when it comes to their finances? We really wanted to know. You see, our motto is to create personal success stories with you at the very heart of them. To do our job, we needed to know what...
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Global financial advisory and wealth management firm, swissglobal, has today launched its new “concierge by swissglobal” service proposition to offer all clients a tailored approach to financial services optimisation. swissglobal will take a hyper-personalised consultative approach to on-going financial and long term wealth management delivery to...
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swissglobal Funds Middle East’s only elite-level incubator for handpicked young golfers Global financial advisory and wealth management firm swissglobal has taken on the role of official sponsor for the Emirates Golf Club Junior Elite programme. The initiative is the Middle East’s only elite-level incubator for handpicked,...
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