The Standard Funding Threshold was previously only an issue for a select few who held extremely large pension pots. The Standard Fund Threshold has reduced over the years and now stands at €2 million. To be in breach of this value isn’t out of reach as many people might think. Regular pension contributions from an…

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The global nature of business has meant that many people move from country to country to either further their careers or to experience other cultures. This often results in individuals becoming expats (expatriates), i.e. residing in a country that is not their native country. Along this journey, an individual can build up various pension pots.…

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It is well documented that the housing crisis has caused inflated house prices. This coupled with soaring rental rates mean that it is a struggle for a lot of young people to raise the funds for a deposit for their first home. With this in mind, many clients want their adult children to benefit from…

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Cash flow modelling

What is Cash Flow Modelling? It is the process of assessing your current and forecasted wealth, along with inflows (income) and outflows (expenditure), to enable a picture to be created of your finances both now and in the future. Cash flow modelling allows you to reflect on your current financial position relative to your preferred…

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    In this article, we talk about early retirement, which occurs when individuals access their pension benefits before they have reached their normal retirement age (generally age 65), along with the different types of pensions, pre and post-retirement, and the merits of each.   When can I access my pension? If you want to…

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What will happen to my savings and investment accounts? Some British nationals living in Europe have started to receive notifications from their UK investment providers that their accounts will be closed by the end of 2020. UK financial institutions as well as UK-based advisory firms may not legally be able to continue to service these…

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