There are a great many financial planning tasks that need to be on the to-do list of expats planning to return home, and here we outline those that should be at the very top.
The hunt for yield has become even more urgent amid continued dividend cuts and talk of negative interest rates, and all the while the spectre of several tax hikes looms.
Business owners have a lot to gain through having a wealth manager align their business and personal financial strategies, particularly when it comes to private client lending.
Foreboding about an overhaul of the Capital Gains Tax regime has added to existing concerns on Inheritance Tax, all while investors struggle to make sense of the current investment environment.
Tackling estate planning is essential if you want to make sure as much of your wealth as possible goes to loved ones. This case study illustrates how easily even complex affairs can be optimised with a wealth manager.