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Here today, gone tomorrow?

So, when was the last time you talked to your financial adviser about what you should (or shouldn’t) be doing? Reviews should take place three or four times a year, and you should be able to reach your adviser easily by phone or email for updates or catch-ups at other times. There are many advisers who are determined and solicitous while they are trying to get your business, but few who remember they are meant to be meeting you regularly and providing ongoing advice and service.

Even when there aren’t any changes needed in your financial planning, making sure a client has peace of mind is a very important part of our job. A good advisory relationship should be based on trust and professionalism, so if you don’t feel properly taken care of – or don’t believe your IFA has your best interests at heart – you should look for someone who does.

Here at Blacktower, we want you to achieve your financial aspirations. Get in touch today.

 

Other News

Could the Dutch tax break for expats be changing?

Amsterdam CanalAs an expat the way you pay tax and how your regular savings may grow could be very different to how it is at home in the UK, which is why all expats need to be fully aware of the financial systems of their chosen country of residence.

For instance, if you have moved to the Netherlands for work, or you’re considering a move in the near future, changes to a beneficial tax break could be on the horizon meaning your entitlement to tax-free income is cut.

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CRS Obligations and Expat Financial Advice

Address bookExpat financial advice providers and their clients need to be especially vigilant to ensure that they meet their legal obligations under the newly updated Common Reporting Standard (CRS), which will come into effect in September 2018.

It is likely that those who do not take steps to ensure full familiarity and compliance with the latest and extended OECD (Organisation for Economic Co-operation and Development) rules regarding the reporting of offshore income may face investigation and penalty.

Due to the complexity of cross-jurisdictional financial management, expats are perhaps the group at the highest risk of innocently falling foul of the rules, particularly if they are poorly advised or have a wealth manager or financial adviser who fails to securely or promptly deliver important communications.

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