‘Closed Book’ bonds, what are they? Quite simply, they are Insurance & Investment policies that are now closed to new business and are no longer sold. However, they still remain…

Financial advice for expats in Dordogne Dordogne has long been a favourite with British expats thanks to its picture-perfect countryside, fantastic weather and renowned food and wine. Many have “holiday” home…

Fee based financial advice Spain Spain has the highest numbers of British Expats throughout the world. It is easy to see why with the climate, food and low cost of…

The Non-Habitual Tax regime in Portugal Background: The Non-Habitual Tax regime in Portugal allows anyone who becomes a tax resident in Portugal (subject to being accepted by NHR) the ability to receive qualifying…

Liberty SIPP First of all, if you are a Liberty SIPP holder then you will have been well aware of the negative press they have been receiving. Indeed, while the…

Do you hold a Capita Pension? Are you living abroad and due your Capita Pension? Capita are currently issuing all policyholders with their most up-to-date value. Many expats are misunderstanding…

Actively managed funds are the best way to obtain the holy grail that is dividend growth Equity Income Pension Planning Among the talk about trade wars and market corrections, “boomers”…

Retirees are at risk of running out of money in retirement. Research from Zurich UK has found that a third have no investment experience and two in five are not…

The UAE has become a popular place for foreign investors and expats. In recent year’s changes to the law have opened up the UAE property market to foreigners. As such,…

While there are many different routes to building up a decent sized fortune, one of the oldest , and still a firm favourite for many people, is  investing in property.…