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Posts matching 'Investments'

France’s Automatic Visa Plan Set To Create Flexibility for UK Second-Home Owners

Recent developments in France’s immigration policy could bring significant changes for British second-home owners in the country. Read our guide here about the new automatic Visa plan in France and new rules for second home owners in France. A new law, part of a broader immigration bill, has been proposed and is currently under review, […]
  • Expat Financial Advice
  • 24/01/2024

ESG Investing: At the Forefront of the Future of Sustainable Finance

As global events continue to shape the financial landscape, a paradigm shift in investing strategies is hard to ignore. Environmental, Social, and Governance (ESG) factors, which were once considered peripheral, are now at the heart of modern investment decisions.  For some, ESG investing might seem like the latest trend, but we believe it represents the […]
  • Investments
  • 10/10/2023

7 Misconceptions About Working With A Financial Adviser

If you’re considering wealth management but are entirely new to the process, you likely have some assumptions and perhaps concerns about what working with a financial adviser is like. Numerous myths and misconceptions surround the financial advice service, some of which can deter those who are new to the process. In this blog, we’ll dispel […]

  • In Focus
  • 25/07/2023

ISA Investments: A Complete Guide

Individual Savings Accounts (ISAs) have become a popular choice for individuals looking to save and invest their hard-earned money. With their tax advantages and flexibility, ISA investments offer a compelling avenue for financial growth and security. Whether you’re dreaming of a comfortable retirement, saving for a down payment on your first home, or simply striving […]
  • Investments
  • 20/06/2023

Why Use A Discretionary Fund Manager?

Some of my colleagues and I have long been advocates of using the services of a Discretionary Fund Manager (DFM), to manage the investment portfolios on behalf of our clients, but of course, only when it meets the client’s needs and is cost effective. Read our guide on why use a discretionary fund manager. I […]
  • Investments
  • 01/06/2023

3 Key Investment Insights For May 2023

The world is currently experiencing several significant transformations, including the ongoing information revolution, the green revolution, and the remote working revolution. During transition periods, adaptation becomes necessary, which in turn introduces uncertainty. Presently, the world is facing an increased number of unsettling events compared to usual.  Between a global pandemic, social and political upheaval, the […]
  • Investments
  • 18/05/2023

Make the most of high interest rates: Invest in MYGAs

Investing is an essential part of wealth management and retirement planning, but the process is often complex and it can be difficult to know where to start. With an overwhelming number of investment options available and uncertainty regarding returns putting many first-time investors off, Multi-Year Guaranteed Annuities (MYGAs) could well be the answer for those […]

  • In Focus
  • 20/04/2023

Restrictions imposed on US Expats in the Netherlands

Due to reporting regulations introduced by the IRS in 2010, Americans who leave the States to live abroad are finding it increasingly difficult to find banking and financial advice services and are facing considerable restrictions when it comes to investment and retirement accounts.  The introduction of the Foreign Account Tax Compliance Act (FACTA) made it […]

  • In Focus
  • 05/04/2023

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