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Teenagers have a lot of information thrown at them at school from French verbs to calculus, from ox-bow lake formation to endless historical datas. What they don’t receive as part of their formal education is a grounding in the principles of financial planning. Given the total absence of basic financial education in schools around the […]
Since the global financial crisis in 2008, the markets have been unpredictable to say the least and it’s safe to say that 2018 was not their finest year. In fact Deutsche Bank have released research showing that the percentage of assets with a negative total return in US dollars hit an all time high of […]
If you are one of the 900,000 or so South Africans living abroad, this article is for you! We’ve put together this document so you can work out where you stand with regard to taxation. While every effort has been made to ensure that the information outlined here is correct, Infinity is not a taxation […]
It’s no secret that money is the leading cause of stress in relationships. Financial philosophies, which are often inherited from parents, can vary wildly. If you are a saver and your partner is a spendthrift, how can you find harmony when it comes to managing your finances? Unless you are insanely wealthy, money is involved […]
Is Marie Kondo taking over the world? It certainly seems like it. Everywhere I look people are referencing the diminutive Japanese tidy upper! If the media buzz has passed you by, let me enlighten you. Marie Kondo is a self-styled organising consultant who authored a book called ‘The Life Changing Magic of Tidying Up’ telling […]
The middle class squeeze has become a reality for millions of workers around the globe who can’t afford to miss even one paycheck. This has been highlighted by the recent 35-day federal shutdown in the US. 800,000 largely middle class workers were not paid during that time and as a consequence the media was awash […]
Where do you go to get honest, reliable, easily digestible information about the investment landscape? With a raft of conflicting information available online and in print media, it can be impossible to sift through it all and pick out the key points which are relevant to you as an investor. That’s where Tilney’s newly released […]
Five more questions to ask yourself to get your finances in order This is a follow-on post to this one, which outlined the first five questions to ask yourself when getting your finances in shape. If you are a rookie when it comes to money management and you haven’t yet worked through that list, it’s best to go back […]
Have you resolved to get your finances in order in 2019 but don’t know where to start? Here are the five questions you need to ask yourself Was your new year’s resolution to get your finances in order but here you are three weeks in and not quite sure where to start? Well, we’re here to help! If you’re not […]
With just three weeks of 2018 left, it’s almost time for the end of year festivities. But before you launch in with wild abandon, it’s a great idea to take stock of the last 12 months and what you have achieved during that time. And one really important area to look at is your finances. […]
Infinity is delighted to announce that our investment management partner, Tilney, has just been named Wealth Manager of the Year at the Investors Chronicle and Financial Times Investment and Wealth Management Awards 2018. Awards within our industry don’t come much more prestigious than this, coveted all the more because it has been voted for by […]
Infinity is officially in celebratory mode having received two fantastic accolades this month. Hot on the heels of our MD, Trevor Keidan’s, inclusion in International Adviser’s top 100 industry movers and shakers comes an award for our Hong Kong office for Excellence in Operational Efficiency at the 2018 International Adviser Best Practice Awards. The awards, […]
International Adviser has just published a list of the 100 top influencers within the world of finance and we are delighted to announce that our very own Managing Director, Trevor Keidan is one of them. The awards recognise those who share a passion for the financial services industry and a determination to have a lasting […]
In epic news for Infinity, our very own Carl Turner has been nominated for International Young Talent of the Year in the International Investment International Fund and Product Awards which aim to recognise the talent, products and services of the international wealth management industry. Carl is a consummate professional financial adviser registered with the Chartered […]
Do you think a financial adviser is not for you? Well, think again, because everyone can benefit from having a professional on side to help them make the right choices regarding health and life insurance, saving for retirement and estate planning. What exactly are your reservations about seeking assistance with your finances? Here we look […]
An increasing number of expats who have worked in Asia are also deciding to retire here rather than move back to the UK. As a result, we have seen an upturn in clients wanting to draw down or convert their entire offshore pension into local currency. This is a relatively straightforward process, but the fees […]
Gareth Southgate really is the man of the moment, in England at least. While guiding a young and inexperienced England team to the semi-finals of the World Cup, finally vanquishing the curse of the penalty shootout, he has also inspired a surprising fashion craze for the waistcoat and spawned a hilarious Twitter hashtag, #GarethSouthgateWould, with […]
Royalists are looking forward to the wedding of Prince Harry and Meghan Markle later this month in what they will no doubt consider to be the wedding of the year. Of course, if you are getting married this year, you might not agree! While Harry and Meghan probably don’t have much to worry about when […]
HMRC in the UK have just revealed record breaking inheritance tax (IHT) figures for the 2017-18 tax year. Over these 12 months £5.2bn was added to the government’s coffers as a result of death duties, an increase of £400mn on the previous year. And that is in spite of the introduction of the new family […]
Are you one of those people who is afraid to tackle the subject of your finances – either actual or future? You’re certainly not alone. Here at Infinity we see lots of clients who have procrastinated over getting their finances in order for a whole host of reasons. We strongly believe that everyone benefits from […]
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