Expert insights on citizenship, tax planning, wealth management and life abroad.
Wealth ManagementBritish expats often hold several workplace pensions from different employers. Discover whether consolidating them into one international SIPP makes financial sense.
Citizenship by InvestmentComplete guide to structuring substantial wealth when relocating to Portugal via Golden Visa. From the €500,000 minimum to tax optimisation strategies.
Wealth ManagementThe Bank of England (BoE) Monetary Policy Committee voted 5-4 in the first week of August in favour of cutting interest rates. The narrow decision saw interest rates slashed by 25 basis points from a 16-year high to 5%. However, BoE's Governor Andrew Bailey has noted that the central bank will be cautious with its monetary policies and rate cuts in the near future. This decision is likely to stir up various markets, including real estate, stocks, and fixed-interest products. The most...
Wealth ManagementLoan notes are a popular fixed-interest investment product, offering investors the opportunity to lend money to companies. These notes can be secured, unsecured, traded, or convertible. The convertible variety, often referred to as convertible loan notes (CLNs) or convertible bonds, are a hybrid debt instrument that expat investors ought to understand. As the investment landscape becomes increasingly complex, particularly for those living abroad, understanding these sophisticated instruments...
Wealth ManagementWhen it comes to succession and estate planning, the British royal family can teach us a thing or two about managing wealth and securing a lasting legacy. With centuries of experience in navigating the delicate matters of inheritance and preserving their assets, the royals have mastered the art of effective estate planning. Borrowing from a leaf from the British monarchy’s book, the following strategies can prove invaluable for expats, especially those looking to invest or manage wealth...
