Estate Planning: Leaving a business in your Will
It’s a good idea to plan for the future or consider how your family business would continue after your death. It’s beneficial and relatively simple to plan for the future so that your business thrives even when you are gone. You can also benefit from tax savings by incorporating Business Property Relief (up to 100%) […]
Global mobility: Future-proofing wealth strategy
The pre-conceived notion that many of our clients held about the security and status of their citizenship has irrevocably changed in the last few years. Almost every consultation starts with a client wanting to make a good investment while simultaneously resolving future travel, education and business opportunity challenges. During COVID-19, freedom of travel and protection […]
Professional Insurance: Seven (all too common) misconceptions about Professional Indemnity (PI)
This post covers common misconceptions about Professional Indemnity (PI) Insurance. We hope you find the explanations and information useful. If you would like to discuss this further, please get in touch. 1. FREE advice doesn’t mean you’re FREE from responsibility Many assume Professional Indemnity applies only to professionals who charge for their services. You may […]
Portfolio Diversification: How to manage market volatility
In uncertain times, diversification is crucial. Market volatility highlights the need to ensure your portfolio is diversified. The Dow Jones fell more than 1,000 points on Monday, 24 January 2022. The S&P 500, a larger gauge of the stock exchange, was in correction territory. This is a 10 per cent drop from its previous peak. […]
Wealth Management: Introducing the three building blocks of prosperity and growth
When building wealth, it is important to understand where you see yourself now and where you want to be in the future. Are you an aspiring millionaire or content with a comfortable lifestyle and a healthy retirement pot? To one person, wealth may mean millions sitting in your bank account. For another, it could be […]
Income Protection: Everything you need to know
Have you planned for the eventuality that you are unable to work due to an injury or long-term illness? What position would you and your family be left in if this resulted in the loss of earnings? Income protection covers your income so that you can recover without damage to your finances. No one wants […]
Happy New Year: A few 2022 resolutions
With 2021 coming to a close and a new year just around the corner, investors should embrace a few resolutions to get the most out of their portfolios in 2022. Although it may be easy to break most unrealistic resolutions, it will be something you will not regret sticking to when you fix your finances […]
Property Investment: Buying real estate in the UK and UAE
People often ask where the best place is to buy when looking into buying in the UK and UAE. There are strong arguments for both, provided your outlook is based on the long term. Now, a quick disclaimer: I’m not saying these are the best two markets to buy in by comparing only UAE and […]
Personal Investment: How Black Friday affects the stock market
Even if you do not celebrate the festive season or shop in the Black Friday sales, it’s still important to know that these two events can impact your investments. In this blog, we have pulled together factors to how Black Friday affects the stock market and why. Rather than discussing sometimes questionable Black Friday deals, […]
Property Investment: Dubai, to buy, or not to buy?
The volatility of the Dubai real estate market is common knowledge and a consistent point of discussion. With many ex-pats now considering Dubai a long-term home, rather than the old “make money and leave” attitude of the 90s and 00s, foreign ownership is becoming more commonplace. Dubai now attracts significant investment from foreign non-residents due […]