UK Inheritance Tax – The Domicile Trap
According to the latest survey conducted by a leading legal firm in the UK, over 70% of survey participants stated that their biggest financial concern is around the potential exposure to inheritance tax (IHT). Protecting gifts and inheritance to children... Read More →
Dealing With Change
How Financial Advice Can Help You Deal With Life’s Changes People frequently have a very different understanding of financial advice than what it actually entails. There’s a widespread belief that advice is simply concerned with selecting sound investments which is... Read More →
The Power of Global Diversification
The Power of Global Equity Investing $1.56 trillion is the amount paid to shareholders by the world’s largest 1,200 companies, including Royal Dutch Shell, Verizon, and Procter & Gamble. This massive sum is equivalent to the entire economy of Australia... Read More →
Planning for a Happy Retirement
Would you like to plan for a happy retirement? Worry-free days full of travel and adventures? Most of us want that for our golden years but these days, a happy retirement looks quite different than it did for our parents... Read More →
UK National Insurance Contributions Deadline For British Nationals
Attention British Nationals: There is a once in a lifetime chance to increase your annual UK state pension income significantly by making voluntary national insurance contributions above the normal allowed level. Usually, if you have a gap in your record,... Read More →
What Is True Wealth?
When you hear the word “wealth”, what comes to mind? Maybe you think of billionaires, people with luxury cars and homes, or those who can jet off to exotic locations at a moment’s notice. Whilst these are all examples of... Read More →
Investment Bubbles and Frauds: Same Elements, Different Facades
There are two kinds of bad investment decisions. The first is a slow loss of value, and the second is a sudden collapse. The first scenario is marked by an unexpected loss of wealth caused by high fees or an... Read More →
Not Having An Opinion on Everything: The Investor’s Superpower
If you deal with investments or any financial matters, then it is likely you have a view (or you are expected to have a view) about everything. When will mortgage rates drop? When will inflation peak? Will Apple stock go... Read More →