A leading provider of expat financial services and wealth management services across Asia.
Have you made the standard health/diet/personal growth resolutions this year, or are you one of the growing number of people who are making resolutions targetting finances? According to a Fidelity survey, 67% of those interviewed were looking to make a financial resolution as the new decade dawned – a 6% increase on last year. The start of a new decade is…
Excluded property trusts don’t sound terribly sexy but if you are a UK expat with a non-UK domiciled spouse they could be just what you are looking for to solve a thorny inheritance tax (IHT) issue. Excluded property is a technical term used within IHT legislation to describe assets which are exempt from IHT. Excluded…
It’s almost a wrap for 2019. I’m sure I’m not alone in thinking that the years pass by more and more quickly but this one has gone particularly fast for me with the excitement of relocating to Vietnam and starting a new life. As this momentous year comes to a close, my thoughts are turning…
Lots of expats relocating to Vietnam come to try their luck at running their own restaurant or coffee shop. The economy is thriving but competition is fierce so it’s important to have a watertight business plan to give a business the best chance of success and insure your business against risk. There are many administrative…
While the baby boomer generation of postwar Britain benefitted from numerous privileges including free university education and full employment, soaring house prices and generous final salary pensions, it’s been a trickier ride for those that came after. Indeed, millennials are staring down the barrel of a far bleaker financial future. How can parents protect their…
Are you fed up with being told what to do by your boss? Perhaps you have a burning passion that you want to turn into a business, or you are looking to earn money in a more flexible way that is better suited to the lifestyle you desire? These are all valid reasons for going…
It is often when people have children that they stop putting estate planning at the bottom of their financial to do list and get themselves sorted with wills. There is nothing like having a child to make you aware of your own mortality! Nevertheless, even if you don’t have children you should not neglect this…
20th November 2019 is Universal Children’s Day, marking the day the UN Convention on the Rights of the Child was adopted setting out children’s rights including the right to life, to health, to education and to play, as well as the right to family life. This obviously lays some pretty serious obligations accompany with financial…
How do you fancy working until you’re 75? No, us neither. We would prefer to retire early. But that’s the way things are going for those who rely on a state pension. In the UK, the Centre for Social Justice, a think tank which advises current Prime Minister Boris Johnson, has suggested that it will…
If you are a female of the species, you will already know that the financial odds are stacked against you compared to your male counterparts. In comparison to men women earn less, have fewer assets and savings, lack financial confidence, and live with both short and long term financial insecurity, often struggling in retirement. There…