A leading provider of expat financial services and wealth management services across Asia.

What gets measured gets managed

This saying, usually attributed to management consultant Peter Drucker, sums up perfectly to me the absolute foundation of financial planning. Many people think that they haven’t got enough disposable income to save and give up on a financial plan before they even start. In fact, we can all probably rein…

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Brexit-fuelled pensions shortfall?

Brexit-fuelled pensions shortfall? Do you need help? Pensions shortfall – It’s fair to say that the UK’s vote to leave the EU has caused havoc with the pensions of British workers. The interest cut has also caused huge problems for companies offering old salary-linked pensions who collectively were already responsible…

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Making life easier for the executor of your will

The executor of your will – Despite the promises made by David Cameron to raise the inheritance tax threshold to £1mn, it remains stuck at £325,000. The value of any estate over and above that is taxed heavily at 40%, although changes in the 2015 budget will be start to…

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Divorcing? You need a financial adviser

As we wave goodbye to the force of nature that is Brangelina and the two heartthrob millionaires begin the painful process of unpicking their lives together and dividing up their vast fortune it seems timely to reflect upon how divorce can play havoc with your financial planning. When you are…

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Investment options for American expatriates

FATCA: what are the investment options for American expatriates? FATCA – the Foreign Account Tax Compliance Act that was passed in the US in 2010 – has been playing havoc with the finances of American expats. It has become extremely difficult for US expats living abroad to invest, the reason…

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Why budgeting is key to your financial well-being

Hands up if your ideal evening involves studying your bank statements, working out whether your income is going to cover your outgoings and trying to balance your household books? No, me neither! While budgeting isn’t the most exciting of ways to spend your time, it is a necessary evil if…

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