Financial planning review

Financial planning: 20 questions to consider in your mid-year review

The 2nd of July was the mid-point of the year, making this month the ideal time to review your financial planning and action any necessary changes. But how do you go about it? We’ve put together this handy list of questions to help you. Why a mid-year review is important Our lives are in constant…

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Financial planning problems: Six-figure salary and broke? You’re a HENRY

If you earn six figures and still feel constantly broke, you’re a HENRY. A financial adviser can help you take control of your finances and make you rich! What is a HENRY? Does your household earn between $100,000 and $250,000 yet you constantly feel broke? Then you are a HENRY: High Earner Not Rich Yet.…

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Financial wellbeing challenge: Investing wisely – why slow and steady wins the race

An important objective of any financial plan is to build wealth to guarantee financial security over the long term. While it might be tempting to chase quick gains, when it comes to saving and investing it’s better to be a tortoise, than a hare. The tortoise and the hare In the classic fable of the…

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Irish non-resident landlords in Asia: Are you aware of your tax obligations in Ireland?

If you are an Irish non-resident landlord, you should be aware of recent changes to the laws governing rental income in Ireland. Find out about Ireland’s new Non-Resident Landlord Withholding Tax (NLWT), temporary tax relief for landlords, and vacant home tax. It’s essential you understand your tax liabilities and obligations and ensure you are compliant. …

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Investment management: Four questions you should ask before committing to an investment

Investing is essential for building wealth and securing your financial future but comes with inevitable risks and uncertainties. Whether you’re a seasoned investor or starting, making informed decisions is crucial to achieving your financial goals. We outline four key questions to ask before committing your hard-earned money to any investment. Investing to build wealth Whatever…

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Elevate Your Wealth Management Experience With Our Award winning Platforms

As an expatriate, managing your finances across borders and currencies can be a challenging endeavor. That’s why we are excited to introduce you to the newest vehicles for your investments- cutting-edge wealth management platforms, designed specifically to cater to the unique needs of internationally mobile investors like yourself. What is a wealth platform? For some time, we have been working on numerous Platform structures, essentially…

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Financial wellbeing challenge: the top 10 retirement planning mistakes to avoid

In 2022, Nataxis conducted an extensive survey involving 2,700 financial advisers from 16 countries. They identified the 10 most common mistakes people make when preparing for retirement. We offer some practical advice on how to avoid them. The top 10 retirement planning mistakes to avoid Retirement planning mistakes can significantly impact your quality of life…

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International Widow’s Day: Financial planning to support your loved one in times of loss

The UN observes International Widow’s Day on 23rd June to address the poverty faced by widows around the world. We outline how you can plan to protect your loved one financially in the event of your death. Financial planning for times of loss It is estimated that nearly one in ten widows worldwide lives in…

Retirement Planning

Financial wellbeing challenge: Retirement planning is essential if you don’t want to work into your 70s

Blackrock CEO, Larry Fink, has warned that retiring in your 60s may become impossible for the majority of workers. If you want to choose when and how to retire, retirement planning is the only way.   Retiring in your 60s: an impossible goal? People are living longer and the cost of living is rising. Both…

Family Health Insurance

Financial planning for families: Cancer rates rising in under 50s. Is your family protected?

Cancer is a contemporary epidemic with one in two people predicted to develop the disease at some point in their lives. And rates are rising fastest in under 50s. How can you protect your family against the financial fallout of cancer?   Cancer rates rising in under 50s This week, Cancer Research UK highlighted the…