The Importance of Becoming “Financially Well Organised” Being Legal, Smart, & Prepared Death and taxes are guaranteed. The importance of being “Financially Well Organised” cannot be overstated. It will save …
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Brexit – What Now?
BREXIT – What Now? With the UK Referendum result now known, the negotiations for Britain to leave the European Union will begin. It may take up to 2 years to …
The Panama Papers – Is Tax & Succession Planning Dead?
I am one of those people who believe that privacy, not secrecy, is intelligent when you stay within the law- unlike some mentioned in the Panama Papers . We must …
The UK Referendum on Europe
The UK In / Out Referendum on European Membership As we approach the date of the referendum on 23rd June we are in close communication with our Money Exchange Specialists …
What is Financial Planning?
Financial Planning means different things to different people According to Stuart Langan of OpesFidelio, who trades as Stein Personal & Corporate Planners (Stein PCP), Financial Planning is not a product; …
5 Key Points about QROPS in Spain
QROPS in Spain – 5 Key Points Discussion about QROPS in Spain is a hot topic as it is estimated that there are 800,000 British expats resident in Spain. …
Geordie Bulmer- Speculate to decumulate
Geordie Bulmer Geordie Bulmer was recently interviewed by Citywire about investing to accumulate wealth as tax efficiently as possible The accumulator The Proposition Geordie describes the importance of a sustainable …
Expatpensionreview – Scam where Imitation is the Sincerest form of Flattery
They say that imitation is the sincerest form of flattery, but imitation and misrepresentation is rife on websites like expatpensionreview.com where there is a hidden agenda. We were quite surprised …
Making a Goulash of Your Retirement ( Insurance bond and income )
The title is synonymous with making a mess of something and that is what many retirees will be doing if they expect insurance bonds to provide them with the flexibility …