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Posts matching 'Investments'

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 […]

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 […]

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 […]

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 […]

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 […]

Property Sales Increase As Mortgage Rates Rise

Historically, investing in property has always been a relatively sound, profitable model; as demand for housing has increased, real estate development and renting out premises have only become more lucrative. However, recent developments both globally and within the UK have meant that more and more landlords are being forced to sell their stock due to […]

Investing In An Assurance Vie For Under 70 vs Over 70

January is often a time for reflection, and this year there has been plenty to consider. Over the last couple of years we have faced a global pandemic, quickly followed by the war between Russia and Ukraine, and global inflation issues. The cumulative effect of global concerns has led to a lot of financial worries […]

Helping You Avoid Fraudsters

The rise of the digital age has opened up a world of possibilities where finances and investments are concerned. However, the flip side is a rising threat from fraudsters. Whether you’re tech-savvy and know exactly what to look out for, or you’re nervous about conducting transactions online, it makes no difference; anyone can fall prey […]

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