Contact

News & Insights

Death & Taxes by Keith Littlewood, International Financial Adviser Costa Blanca

The exact same can be said of your investments if you do not review them and keep your portfolios up to date.  What seemed like a great idea at the time may not be today. Many investors put their money away, choose funds with a 1 ,3 or 5 year time frame and then forget about them and put the documents in the draw only to be totally shocked at the end of the term when their investments have not met with their expectations, or at worst the fund has been suspended.  

The best adviser in the world cannot claim to get it right all the time, but what they can do is make sure their clients are seen on a regular basis, updated with the performance of their funds and make the relevant changes to ensure their investments and are suitable in the current economic climate and, more importantly, continue to meet with your expectations.  

I make it my number one priority to be always accessible to my clients and make sure I speak to each one on a regular basis to review the investments we have entered into.Do you receive a similar service?

In this current uncertain economic climate I would urge you to contact your investment adviser today and arrange a review of your own portfolio.  The more people I speak to, the more I get the impression that they receive no on-going support/advice for the investments they hold. Do you feel like this?

Other News

Top European countries for new business entrepreneurs

Investing in a new business at home can be difficult at the best of times, but it can be even trickier when you want to begin new business ventures overseas. Not only do you have to consider all the regular obstacles associated with new business opportunities, you’ll be faced with a whole host of other […]

Read More

The New 30% Ruling – Make the Most of Your Tax Break Now

Alarm clockDespite the protestations of expats in the Netherlands, expat financial advisers and business leaders, the Dutch cabinet recently announced that it would proceed with plans to reduce the favourable 30% expat ruling from eight to five years.

However, there will now be a transitional period for certain expatriates, meaning they will have time to consult their expat financial advisers in the Netherlands to take the necessary tax planning steps to adjust to the new landscape. Nevertheless, there are still a number of consequences associated with changes to the 30% tax break that need to be explored. Here we will attempt to bring some clarity to those who may be affected by the new rules.

Read More

Select your country

Please select your country of residence so we can provide you with the most relevant information:

You are currently viewing the Blacktower Financial Management EU website.

You may be looking for the Blacktower United States website.

Blacktower United States > X Stay on this site

Or choose your country.