Investments News & Insights

Trying to make the most of your money is no easy task on your own. Between market volatility, evolving tax laws, and changing personal goals, it can feel like there are more questions than answers. Are you saving enough for retirement? Are your investments working as hard as they could? How can you protect your […]

‘Am I saving enough for retirement?’‘When can I afford to stop working?’‘How long will my pension last once I do?’ These are questions almost everyone asks at some point — and for good reason. Retirement planning is one of the most important financial journeys you’ll ever undertake, but it can often feel uncertain. After all, […]

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, […]

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 […]

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 […]

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 […]

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 […]