Succession planning, a family affair
A delicate process that requires clear communication and effective planning. Transferring wealth within a family is a delicate process that requires clear communication and effective planning. Otherwise, it could lead to a potentially large tax bill and bad feelings in the family.
Time to kickstart your retirement plans?
How to get your retirement plans in motion. Retirement signifies a well-deserved achievement, a significant turning point in life. It should be a period of anticipation and joy, an opportunity to indulge in activities that bring happiness and contentment. Currently, retirement is marked by increased flexibility in accessing your pension savings. While this offers many […]
Market Review – December 2023
The book has closed for another year, and 2024 is upon us. The outlook as we head into the new year is vastly different to the sentiment around the markets this time last year. 2022 delivered dismal performance and offered little clarity on key issues such as the rampant inflation or the supply chain issues […]
“And just like that, 2023 is over! Time flies!”
What a year it has been! We hope you had an opportunity to relax with friends and family over the festive period. Following my comments in the November newsletter, it’s amazing that three years have passed since we received our license in principle from the DFSA. We are incredibly proud of the successes we’ve had […]
Financial road map for 2024
How to devise a robust plan for wealth accumulation and protection. Understanding your financial situation is crucial to achieving both short-term and long-term objectives. With a detailed insight into your finances, you can maximise your assets and devise a robust plan for wealth accumulation and protection.
Make the most of your wealth
Opening up a world of possibilities for your future. Like health, the more meticulously you manage your wealth, the longer it lasts. A growth strategy seeks to amplify your wealth over the long haul, opening up a world of possibilities for you. Whether you dream of a large retirement fund, a holiday home or providing […]
Tax-saving measures
What actions should we review before the 2023/24 year-end? Have you recently evaluated your personal tax situation? Is your tax structure optimised for efficiency? As we approach the end of the tax year on 5 April 2024, it presents an ideal opportunity to assess and leverage the various allowances and reliefs available to enhance your […]
Let’s celebrate #UAENationalDay weekend, starting December 2nd 2023
The 52nd UAE National Day celebrates a generational journey of the UAE as we continue towards a collective future.
Why Fixed Term Deposits Won’t Secure Your Financial Future
Article author: Daniel Clarke, Paraplanner, GSB. A silver lining of the economic instability we have seen in recent times, at least for savers, has been the high interest rates available on cash deposits. Coupled with the disappointing returns and high volatility of traditional investing in the past two years, many are questioning whether stocks and […]
A Guide to Estate Planning Without Children
Estate planning can be daunting, especially for those without children. It becomes a question of deciding where your accumulated wealth and assets will go. This is a situation that many couples and individuals find themselves in, whether by choice or circumstance. However, the absence of children does not diminish the importance of estate planning. Without […]