How you can make a positive impact with your investments
With the shift in environmental factors and the rising concern around climate change, investors are increasingly becoming more conscious about what and where they invest. Extreme weather, rising sea levels, and severe drought are becoming more obvious every day. We are living with more awareness than ever before, and a fundamental desire to effectively create […]
Four common threats affluent individuals face with their wealth
Achieving and maintaining financial freedom whilst protecting your assets can very easily feel overwhelming for affluent individuals. Fortunately, in collaboration with the right professionals, these challenges can be overcome. In this article, we explore some of the key areas of concern high-net-worth (HNW) individuals and families face and how proactive planning and foresight can help avoid […]
Investing in the shadow of a recession
As concerns about a recession continue to spread, many people are pulling their investments out of the market while planning to jump back in again when they feel conditions are right. Regardless of whether a global recession occurs in the near future or not, focusing on dire economic news can lead us to lose sight […]
Property vs the stock market: which is the better long-term investment?
If you are looking for a long-term investment, you may find yourself choosing between real estate and investing in the stock market. But before you make a decision that could potentially impact your long-term financial objectives, it is important to compare the two asset classes side-by-side. Property is viewed by many investors as one of […]
Life after selling your business – what’s next?
You have recently sold your business and are now looking ahead to the next phase of life, after what would have been a potentially long, but rewarding journey. However, before you embark on your year-long charter across the globe, you should address and settle some important financial loose ends you may have overlooked. #1: Revisit […]
The case for staying invested in volatile markets
As the old saying goes, time in the market beats timing the market. This well-known maxim arguably encapsulates an essential piece of investment advice – to stay invested – and is timely given the current environment and recent drops in global markets. Evidence shows that remaining invested, despite market corrections or periods of decline, is […]
Is your pied-à-terre a worthwhile investment?
For the first time in what has felt like a lifetime, summer comes with more opportunities to travel. Whether for an indulgent holiday or the more preferred work from “home”, the post-COVID demand for luxury vacation homes have surged among the affluent. Now more than ever, global citizens understand how valuable it is to have […]
From da Vinci’s to NFTs – How art collectors are spending their wealth
Worth $65.1 billion in 2021, the art world exemplifies exclusivity to some and elitism to others. But the ‘art world’ always shifts in response to new ideas and technologies. More recently, this was seen when the worlds of art and programming collided through NFTs. While many still grapple to understand what an NFT is, others […]
Domicile and Residency – Two words with different meanings when it comes to tax
Domicile and residency – terms regularly misunderstood and misplaced. But from a tax perspective, it is important to understand the difference since the impact can be significant. Under common law, an individual can only be domiciled in one place, which is regarded as their natural home country. For global citizens moving around, it is worthwhile remembering […]
The reality of gifting and UK non-domicile estate planning
As a global citizen, understanding your tax and domicile status can be difficult. Many spouses want to understand the extent to which the gifts they give each other, whether during their lifetime or on death, are fully exempt from tax or not. In the UK, death tax, otherwise known as Inheritance Tax (IHT), is a […]
