Archive for the Articles Category

Retirement Income Warning

While retirement certainly brings about its share of unknowns, perhaps the most daunting prospect associated with this stage of life is the potential to run out of money. That fear is so widespread, in fact, that 60% of baby boomers are more worried about depleting their nest eggs prematurely than actually dying.

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Will Keeping your Self-Managed Super Turn into a Nightmare?

Did you follow all the advice about putting money away for your retirement? Having consulted your accountant did you decide to setup a Self-Managed Super Fund (SMSF)? If you did and then you moved overseas for a few years you urgently need to seek advice as your SMSF may become non-complying and this could be a very expensive mistake.

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The Difference Between Expat And Local Insurance

Can locals benefit? Why would expats need ‘special’ insurance? This article aims to simplify the options available for all.

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Top Retirement Planning Tips for Married Couples

Making sure your partner is financially comfortable in retirement goes a long way towards safeguarding your future happiness together. Here are our top pension tips for married couples.

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Will you be able to Afford the Retirement you want?

Given that retirement income will be needed for 20, 25 or even 30 years after you stop working, retirement planning is a pretty important issue. Read more to find out what are the most effective ways to prepare for your retirement.

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Outlook for 2018 Remains Positive Despite Recent Sell-Off

2017 was a bumper year for stock markets, but investors are now growing concerned that stock-market valuations are becoming too stretched. Find out straight from our Head of Investment Research how we view the investment outlook for 2018.

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UK Inheritance Tax and Intergenerational Planning: Providing for your Children and Grandchildren

Find out all the answers to important questions regarding Estate Planning such as when should you pass your money down to your children, how much should you give, and who should you give it.

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Have you lost your Super?

There is currently $11.7 billion sitting in lost Super accounts. If you have lost track of a Super, some of that money could be yours.

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A New Year, A New Pension?

With a new year comes a fresh opportunity to get your finances in order, and with more than 90% of Britons not saving enough for the retirement income they are aiming for, why not take the opportunity to focus on your pension?

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The UK Budget – Intergenerational Fairness but fair to Whom?

Speculation is rife that the Chancellor plans to focus on “Intergenerational Fairness”, in other words to court the votes of the young at the expense of the rest of us. Whilst all of this is rumour one thing is certain, there will be change and you will need to consider how this affects your planning for the future.

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