Webinar – Planning a tax-efficient move to the UK

25th September 2020

COVID 19 has prompted many expats to re-evaluate whether to continue living abroad. For those looking to return to the UK an unexpected move can be a challenging time with lots to consider. In these circumstances, personal finances can often find themselves low on the priority list. However any... read more

Posted in: News, Tax

Where should I retire? – Webinar

One of the most frequently asked questions from our clients is “Where should I retire?”, and for many people a retirement overseas is an exciting prospect. Climate, language and low cost of living are often some of the first factors considered, but it’s important to carefully think about the... read more

Posted in: Financial Planning, Investments, News, Tax

Standing the test of time

6th August 2020

The last few months have delivered a global event which we could never have foreseen, and despite our 122 year history we’ve faced a unique set of circumstances which have prompted the need to adapt accordingly.  Jeremy Woodley, our CEO, explores how our past is helping guide our future.... read more

Posted in: Financial Planning, News

A path to economic recovery?

14th July 2020

As we move through the pandemic many analysts are beginning to share their views on the likely path of economic recovery. Julian Broom, our Chief Investment Officer, reviews the latest market information. The last few weeks feel like a bit of a turning point for 2020. Global and US... read more

Posted in: Financial Planning, Investments, News