Our uncategorised section gathers miscellaneous insights for UK expats, from emerging trends in emigration to general financial tips, all with a focus on low-fee, transparent approaches. While these may not fit neatly elsewhere, they offer valuable perspectives on taxes, investments, and more. We hope you find these useful as supplementary reading, and getting a second opinion can help integrate them into your overall plan.
Of course, this is down to personal preference, but in my experience, I will write about what I think about the Investment firms offshore. This will be in relation to the platforms that expats can use when they go offshore. This is dependent on a number of...
In this range of articles, I am going to do a review on low-cost platforms in the offshore investments space tarting with Swiss-quote. Who is Swiss quote? Swiss Quote Group Holding SA company. It is a Swiss banking group formed in 1996 and currently has offices around...
What are the positives associated with these accounts? The best things are: The research and IT system is goodThe fees are reasonable – cheaper than many competitors on similar sized accountsThe range of investments is quite extensive. This includes both their own...
I am roughly the same age. At this time you go for the long term investment horizon. Therefore you have the ability to take more risks for higher returns (in content). So a portfolio should match this aspiration. This is how the guideline tells you to invest for time...
This test is designed to see how close you are to coming to financial freedom, it is devised of 3 sections Red, Amber, Green. Anyone with the majority in the red needs to seek help, ideally, you should be in green. Have a go let me know your score. Find your financial...
Is there a good time to transfer your DB pension? Defined benefit, or final salary, pensions are so valuable they have a reputation for being “gold-plated. These have come under the news recently for being mis-sold transfer. The pension regulator is quick to pick up...
This cartoon is a symbol of ways the rich act. America, and most of the western world live in a materialistic world. Although, doing better in terms of wealth than ever in the history of mankind the average American person is in debt and has no money saved in 401Ks or...
Have you been told that you have 100% protection with all the upside of 3 indexes? Well read this and will go over why these should be used as an alternative in your investment portfolio. This even with the highest growth level (6% +CPI) should not make...
Paraguay Many Canadian and Americans are interested in living in South America, but few consider Paraguay. Paraguay has a great scheme, where for depositing just over $5,000 into a bank account, you can get instant permanent residency. For those that want...
Bond’s offer a lot of positive in a portfolio that equities don’t they offer a good level of income, they are less volatile and can have a fixed time frame for payout so can make up cash flow accordingly if using passive investment. So yes, they can be used as a good...
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