Latest exam certificates earned by our team

We are delighted to announce that our Managing Director has recently completed two new qualifications! As part of our commitment to providing you with the very best information and staying on top of vital changes, all necessary to make important decisions about your financial situation (both present and future), regulatory exams and professional qualifications are […]

Keep Calm and Invest On

When it comes to investments, it’s essential to stay focused on the bigger picture – especially when political tomfoolery has us itching to move investments out of the market and into cash.

No-brainer explainer on non-doms for UK citizens

It may not be your cuppa tea, but if you want to know a little more (high-level) on domicile rules and find answers to some of the most common questions about them, we found a brilliant piece on Here are some brief clips from the article.

Tax traps when moving to France – Don’t get caught out!

When considering a move to France, tax planning is not usually at the forefront of one’s mind. For most, it’s one of the last things they look into over the more pressing concerns of opening a bank account, finding a property, buying a car, etc. However, it should be one of the first things you […]

Investor Emotion and Cognitive Biases

Individuals and businesses around the world experience various cycles associated with health, work and many other day-to-day occurrences. Investors aren’t any different, and many are currently going through a very tough period within the investor cycle, experiencing financial loss with their investments as the Coronavirus pandemic has turned into a major economic downturn. This is […]

Are you a smart investor?

Do you think you are a smart investor? Specific: What exactly do you expect from your investments? For example, when do you intend on starting to invest and when would you like to end? Do you have specific goals in mind for a particular investment amount that you would like to reach? Measurable: How do […]

What’s my domicile?

With U.K. Inheritance Tax receipts hitting a whopping £4.8bn in the 2016/17 tax year, Domicile is a hot topic for British Expats all over the world. Domi-what I hear you say… Domicile. noun. 1.The country that a person treats as their permanent home. According to the Oxford English Dictionary, DOMICILE is defined as “the country that a person […]