April 2025 Market Update – “Stocks stabilise as Trump announces tariff pause”
Table of Contents Our Market Update for April comes again courtesy of our investment partners at Quilter Cheviot. They publish a range of insightful content on a highly regular basis. Follow them online here. We were fortunate to spend time at their offices last week to participate in a forum focused on supporting cross-border […]
March 2025 Market Update – “Markets sell off, but fundamentals remain solid”
Table of Contents Our Market Update for March comes courtesy of our investment partners at Quilter Cheviot. They publish a range of insightful content on a highly regular basis. Follow them online here. This week itself has been a bumpy ride if you’ve been following the news. As ever, it’s not healthy to zoom […]
BRITISH EXPATS IN ITALY COULD SOON AVOID INHERITANCE TAX ENTIRELY
BRITISH EXPATS IN ITALY COULD SOON AVOID INHERITANCE TAX ENTIRELY Thanks to the forthcoming changes to UK Domicile rules, which are due to be rolled out in the new UK tax year, from April 2025, it could be possible for Italian-resident British citizens to avoid inheritance tax on their estates entirely. As the rules stand […]
February 2025 Market Update
Table of Contents This month’s market commentary comes courtesy of our own in-house investment management team at Aisa. They share their views on the current investment climate with input from Royal London Asset Management as well. Market Overview 2025 The past year saw central banks adjusting interest rate policies in response to inflationary pressures […]
January 2025 Market Update by Evelyn Partners
Table of Contents The first market update of 2025 takes a general look at the year ahead. Following two years of above average returns in equity markets, the question is whether a third bull year will follow. 2025 has many unknowns with the second coming of Donald Trump raising the most questions as well as […]
Using Investments and Pensions for a Sustainable Retirement Income
Table of Contents Using Investments and Pensions to Generate a Sustainable Retirement Income As independent financial advisors working with expats, we understand the challenges of securing a reliable income in retirement that provides a desired level of living but also peace of mind that your resources won’t run out. Achieving this requires a strategy that […]
Market View, November 2024, by Quilter Cheviot
Table of Contents November’s commentary comes courtesy of our fund manager partners at Quilter Cheviot in the UK and has been written by head of Fixed Income research Richard Carter. The article below can be found in its original form on their website at here. The views expressed below do not constitute advice and […]
Investing using a Unit Cost Averaging strategy
Table of Contents Unit Cost Averaging: A Smart Strategy for Volatile Markets For expatriates and internationally mobile professionals, navigating the complexities of global markets can be challenging. Unit Cost Averaging (sometimes referred to as dollar-cost averaging) , is an investment strategy that can provide stability and growth opportunities amid market volatility. This approach involves investing […]
UK Autumn Budget 2024: Initial Impressions and what it means for British Expats
Table of Contents The Autumn Budget 2024 was one of the most-anticipated budgets of recent years. It is the first Labour budget since 2010 and the first to be delivered by a female chancellor, Rachel Reeves. In the coming weeks we’ll see how the dust settles and deliver a more detailed commentary and analysis […]
How Much Life Insurance Do Expats Really Need? A Guide for Internationally Mobile Professionals
Make sure your loved ones are taken care of financially. Calculate how much life insurance you need as an expat.