Categories

Offshore pension plans

Man, hands and coin in pension jar for investment, budget and security for future finance in home.
February 7, 2025
Retirement Decumulation

Retirement should be an exciting new chapter, but for those facing retirement decumulation, it often presents significant challenges that need to be addressed.

Top-down view of euro banknotes, stacked coins, financial charts, and documents with a magnifying glass highlighting investment funds analysis
February 17, 2017
Investigation into investment funds

It seems that every time we open the financial press, there’s a new story about failed funds...

Financial advisor holding a clipboard and pointing to investment performance charts during a business presentation
December 8, 2016
Common Reporting Standards - threat or opportunity?

Common Reporting Standards are coming to a place near you. It is not just the wealthy that need to worry..

Stacks of euro coins arranged in ascending order on a reflective surface with a blue financial stock market chart in the background
Expatriate pension funds and currency exposure

The geographical distribution of assets such as equities, bonds and property has taken...

Senior British couple meeting with a financial advisor reviewing retirement planning documents and investment charts on a laptop in a modern office.
International pensions

I had a conversation on international pensions with a financial adviser last week; his name was Joe Cairo...