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UK Pensions – Application For Protection Of Your Lifetime Allowance

Financial Advice
If you are an expat with UK pension benefits who may be unlikely to return or you have significant existing UK pension provision, you may wish to take advantage of being able to freeze the current tax relief limit and save potentially thousands of pounds in eventual tax from pension pots in excess of the new lower limit. Under current UK legislation, there is a maximum value of GBP1.5million in UK pensions against which you can claim tax relief. This ceiling is due to be reduced from April 2014... [Read more]
4th Dec 2013
Financial Advice Articles

Teaching Your Kids About Money

Kids learning about money
Instilling financial literacy into our kids is essential for their futures in the real world of careers, mortgages and stock markets. The average child receives very little education at school or college about personal money management and at home, many parents don’t talk to their kids about money because they don’t feel sufficiently confident in doing so. The majority of kids enter the workplace without ever learning about personal financial planning. Once kids can count, parents should start... [Read more]
29th Nov 2013
Financial Advice Articles

Give your children the best start in life

Best Kid
It’s September and the kids are back at school. One of the most important financial planning issues parents contend with is their children’s education. Apart from buying property, education fees are one of the largest investments parents will ever make . For the privileged Expat, an employer may cover education costs but in an increasingly austere world, some of our clients have seen their subsidies reduced or even eliminated. Indeed, a more common approach we have seen recently is the employer... [Read more]
3rd Sep 2013
Financial Advice Articles