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UK Autumn Budget 2024 - What it means for you

James Hill

Nov 16, 20242 min read

Wealth Management

UK Autumn Budget 2024 - What it means for you

Chancellor Rachel Reeves has delivered Labour's first budget in 14 years. It brings a raft of changes aimed at raising over £40 billion...

October 2024 Budget guide for expats - What you need to know

Christopher Brown

Nov 10, 20242 min read

Wealth Management

October 2024 Budget guide for expats - What you need to know

The Labour Party has tabled their first Budget in nearly one and a half decades. The changes are set to have a big impact on expats,...

47th US President elect: What a Donald Trump presidency could mean for expats and high-net-worth individuals

Angela Taylor

Nov 6, 20242 min read

Wealth Management

47th US President elect: What a Donald Trump presidency could mean for expats and high-net-worth individuals

It's clear that Donald Trump will assume office for his second term as the US President come 20th January following an overwhelming win...

Is offshore investing right for expats? Here's what you need to know

Jessica Garcia

Oct 31, 20242 min read

Wealth Management

Is offshore investing right for expats? Here's what you need to know

If you're thinking about offshore investing, you're not alone. Many expats - especially high-net-worth individuals and retirees - are...

Buying property with crypto in Portugal - What expats need to know

Christopher Brown

Sep 21, 20242 min read

Wealth Management

Buying property with crypto in Portugal - What expats need to know

Portugal has long been a magnet for expats looking for property investments. The same goes for Golden Visa holders looking for a second...

Starmer’s new UK-EU Cooperation treaty: What it could mean for your finances

Jessica Garcia

Sep 10, 20242 min read

Wealth Management

Starmer’s new UK-EU Cooperation treaty: What it could mean for your finances

British Prime Minister Keir Starmer recently met with German Chancellor Olaf Scholz and European business leaders in a bid to reset UK-EU...

How to Boost Your Passive Income for a Comfortable Retirement

James Hill

Sep 10, 20242 min read

Wealth Management

How to Boost Your Passive Income for a Comfortable Retirement

Retirement planning is no easy walk in the park, but it doesn't have to be complicated. The key to a financially secure retirement often...

British Pound surges against US Dollar: What it means for expat investors

Oliver Turner

Aug 20, 20242 min read

Wealth Management

British Pound surges against US Dollar: What it means for expat investors

The British pound has reached a two-year high against the US dollar. This surge has caught the eye of investors worldwide, particularly...

Bank of England Cautious August Rate Cut: What Expat Investors Need to Know

James Hill

Aug 8, 20242 min read

Wealth Management

Bank of England Cautious August Rate Cut: What Expat Investors Need to Know

The Bank of England (BoE) Monetary Policy Committee voted 5-4 in the first week of August in favour of cutting interest rates. The narrow...

US Federal Reserve to Double Down on Rate Cut - What It Means for Investors

James Hill

Jul 25, 20242 min read

Wealth Management

US Federal Reserve to Double Down on Rate Cut - What It Means for Investors

The US Federal Reserve plans to cut interest rates twice before the end of 2024, first in September and then again in December. This...

Convertible Loan Notes - What Expat Investors Need to Know

Angela Taylor

Jun 24, 20242 min read

Wealth Management

Convertible Loan Notes - What Expat Investors Need to Know

Loan notes are a popular fixed-interest investment product, offering investors the opportunity to lend money to companies. These notes...

What Expats Can Learn from the Royal Family about Wealth and Estate Planning

Christopher Brown

Jun 6, 20242 min read

Wealth Management

What Expats Can Learn from the Royal Family about Wealth and Estate Planning

When it comes to succession and estate planning, the British royal family can teach us a thing or two about managing wealth and securing...

Moving from the UK to Spain - Managing Your Investment Portfolio

Jessica Garcia

May 5, 20242 min read

Wealth Management

Moving from the UK to Spain - Managing Your Investment Portfolio

After Brexit, moving from the UK to Spain as an expat involves several considerations regarding your investment portfolio. Your lifetime...

Jane Thornton

Mar 15, 20243 min read

Wealth Management

Wealth Tax in Spain

What is Spanish Wealth Tax? It is an annual tax levied on the total net worth of a person's wealth as of 31st December each year. An...

Biden vs. Trump: A Historic Rematch Set for the 2024 U.S. Presidential Election

James Hill

Mar 1, 20242 min read

Wealth Management

Biden vs. Trump: A Historic Rematch Set for the 2024 U.S. Presidential Election

On the 5th of November, the American electorate will choose their next president, with the race likely seeing a repeat of the 2020...

A Quick Guide to Exchange-Traded Funds (ETFs)

James Hill

Jan 26, 20242 min read

Wealth Management

A Quick Guide to Exchange-Traded Funds (ETFs)

The concept of diversifying investments is not something new for most investors. This should be a piece of cake on paper, but it's easier...

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