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Why Expats Need a Regular Financial MOT
Gold has reached an all-time high of $4,000 per ounce, marking a new milestone in a year defined by economic uncertainty and shifting monetary policy. As investors contend with inflation, rising debt levels, and renewed geopolitical tensions, the precious metal’s appeal as a store of value has once again come to the forefront.
With the UK's Autumn Budget approaching, speculation is mounting over whether the government will tighten pension tax perks. Here’s what savers should know before making any decisions about their tax-free lump sum.
Warren Buffett’s success isn’t built on complicated strategies or secret formulas — it comes from a handful of timeless principles that any investor can understand. By focusing on patience, discipline, and the long-term value of great businesses, the “Sage of Omaha” has created one of the most impressive track records in financial history.
The S&P 500 has delivered double-digit gains in 2025 — but for UK investors, those returns have shrunk dramatically once converted back into pounds. With currency swings eroding performance, many are asking whether it’s time to hedge, sit tight, or look elsewhere.
With the Budget fast approaching, speculation is mounting over how Chancellor Rachel Reeves will balance the books while keeping her promises not to raise the main taxes. From ISA reform to inheritance tax, capital gains, and even the prospect of a wealth tax, the government faces tough choices that could reshape the way we all save, invest, and plan for the future.
For many expats, the idea of building passive income isn’t just about extra cash — it’s about freedom. The freedom to reduce working hours, retire earlier than planned, or simply know that your money is working for you no matter where life takes you. Creating reliable income streams from investments can be one of the most effective ways to achieve that security, especially when living and working abroad.
From April 2027, pensions will no longer be exempt from inheritance tax — a major shift that could leave your loved ones facing hefty tax bills unless you plan ahead. In this article, we explore how the changes work, the potential for double taxation, and practical strategies to help protect your family’s wealth.
The government has launched a new review that could see the state pension age rise to 68 sooner than expected—potentially forcing millions to rethink their retirement plans.
From April 2027, unused UK pensions will no longer be shielded from inheritance tax—marking a major shift in estate planning that could significantly impact how and when you draw your retirement savings.
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