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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the smart director

Setting up a business is far from straightforward.  As well as all the hard work and time it takes to build up and manage a profitable company, there is also a lot of risks for business owners.  Once the business starts turning a profit, company directors should be rewarded and start turning their attention to…

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Ireland and the UK have always had a close relationship, with many Irish people often ending up working in the UK for long periods of time, thus building up ‘pension pots’ which still remain in the UK when they repatriate back to Ireland. Individuals are unaware of their options when it comes to these pensions…

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Calculator

During the discovery phase of the financial advice process,  we carry out a fact finding exercise in order to get a better understanding of a client’s current financial situation. This includes looking at income, saving, expenditure and everything in between. We generally find clients who are based in Ireland, either may not be aware or…

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Working with International Client Investors Offshore Investing has plenty of pitfalls. Advising and servicing international expatriate clients overseas, some of whom might be based in ‘far flung’ jurisdictions, can often prove quite a precarious task.   These clients often reside in jurisdictions where there is little or no local financial services regulation or indeed trustworthy advisors…

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For many clients who hold the Old Mutual bonds (previously Skandia), with the forthcoming restructure of the Old Mutual Group, the International arm based in the Isle of Man will shortly become ‘Quilter International.’  This will only take place however after the managed separation has been completed later in 2018.  For those clients who also…

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