Investments News & Insights

For UK High-Net-Worth Individuals (HNWIs) and retirees considering a move to Spain, the country’s so-called Beckham Law may offer preferential tax treatment for qualifying individuals—while simplifying your financial life during the transition abroad. Originally introduced in 2005 to attract global talent, the Beckham Law (officially Spain’s Special Expat Regime) allows eligible individuals to be treated […]

On 11 June 2025, Spain, the UK, the EU, and Gibraltar reached a landmark agreement that eliminates the land border checks (“la Verja”) between Spain and Gibraltar, integrating Gibraltar into the Schengen zone for passport-free movement Border controls will instead be carried out at Gibraltar’s airport and port via a dual-check system overseen by Spanish […]

As we move through 2025, the world of private wealth is entering a period of profound transformation. Political shifts, heightened geopolitical tensions, and the resurgence of protectionist trade policies—most notably the latest round of tariffs imposed by the US—are reshaping the financial landscape for high-net-worth individuals and families. At the same time, advancements in technology, […]

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 […]