SUCCESSION – Making a Plan

Inflation continued to dominate the markets, US Fed governor Waller said last week that more needs to be done on interest rates and that the Fed should not pause until it sees firm evidence that inflation is easing. Comments were echoed by Chicago Fed governor Evans, who called for policy to be more restrictive and sees…

Pension rules now make it possible to pass your pension plan on to your loved ones without paying the previous 55% ‘death tax’. These basic checks and steps can normally make sure your pension savings go to the right people in a tax-efficient way. Many people want to leave their assets to their children or…

Your twenties were a time to explore career and financial investment trade offs against your long-term goals. Your thirties were a time to start planning for your future. Now, you’re in your forties, perhaps that has left you with a higher income, or maybe it has left you wondering about an early retirement. Regardless of your personal circumstances,…

[vc_row][vc_column][vc_column_text]Across Europe children are bidding farewell to the Summer sun and returning to school for another year, at an even greater financial cost to their parents. For many expats, private fee-paying education is the only safe option to ensure a decent education for their children. A good education is one of the greatest and most…