How much – if at all – should investors care about the loss of the UK’s AAA credit rating? The move by rating agency Moody’s on 22 February has quickly and predictably become a political football, prompting much posturing and some soul-searching among the main parties, but the issues for investors are more nuanced. There […]
Archive | Investment RSS feed for this archive
Bond of the Week
Specialist lender Paragon Group has launched a retail bond aimed at investors who want an indirect way of accessing the UK’s buoyant buy-to-let housing market as well as those who are seeking a higher yield from their capital. The lender, which both securitises the lending its makes, as well as managing portfolios for third parties, […]
Can Expats Invest in ISAs?
Can expats invest in ISAs? In a word, no. If you already have money invested in ISAs then you can keep that invested. However, you are not allowed to add new money. [Contact us to discuss alternative, tax efficient ISA alternatives.]
What is a UCIS?
UCIS stands for Unregualted Colletive Investment Scheme. They are funds that are not recognized or authorized by the UK Financial Services Authority. They are not subject to investment and borrowing restrictions aimed at ensuring a prudent spread of risk and as a result they can be less liquid than typical funds. Most UCIS do not offer […]
Axiom Legal Financing Fund Suspended
The Axiom Legal Financing Fund, a specialist Cayman-domiciled fund which provides short-term finance to UK law firms, has suspended redemptions until further notice. The three-year-old fund with GBP117 million under management, blamed the need to suspend subscriptions and redemptions on adverse allegations promulgated by an article in OffshoreAlert. The fund’s directors have commissioned KPMG Grand […]
US data fails to brighten global outlook
October proved an unsettled and volatile month for many investors. Despite better-than-expected economic growth in the US, the International Monetary Fund (IMF) warned that recovery in advanced economies is likely to “limp along” and so cut its forecast for global growth to 3.3% this year and 3.6% in 2013. At the end of October, the […]
Generali Vision – Cooling Off Period
If you have signed up for a Generali International Vision plan, you are entitled to a “Cooling Off” period. If, for ANY reason you no longer wish to go ahead with the policy, you can cancel it during this period. The cooling off period starts on the day the policy commences and lasts for 30 […]
Week in Focus – 24th September 2012
Food for Thought Are we on the cusp of a world food crisis? It may seem a dramatic question but it is also a pertinent one for a number of reasons. A recent report by Rabobank suggests global food prices will reach new highs by the middle of next year. This has widespread repercussions – […]
News from EEA Life Settlements Fund – September 2012
EEA Life Settlements sent out a further communication to clients at the start of this month (contact us if you hold this fund and didn’t receive a copy and we can forward one to you). The gist of the communication is that they appear to be getting closer to reopening the fund to dealing and […]
Third Time’s a Charm
Market Update – Week Commencing 17th September 2012 In the end it was not Germany’s ratification of the European Stability Mechanism that ignited markets last week but another round of quantitative easing (QE). Risk assets rallied on the back of the US Federal Reserve’s announcement it was to buy $40bn (£25bn) of mortgage-backed securities every […]
For a free financial healthcheck contact us today.
- Generali Vision – Cooling Off Period
- What Is Time Apportionment Relief?
- DeVere Warn Against Pension Busting
- QROPS Provider in Liquidation
- What is a UCIS?
- Gold Suffers Worst Monthly Run for 16 Years
- What is a QROPS?
- Week in Focus – One Step Ahead
- Bond of the Week
- Warning: if the taxman gets your bill wrong it’s officially your fault
-
The Expat IFA: Hi Mary, thanks for taking the time to get in touc…
-
Mary: Do I get this time apportionment relief on a Gener…
-
6 Ways To Wreck Your Retirement | Expat Financial Cents: [...] experienced with them. Derivatives, small ca…
-
-
