Journal · page 12
Notes on money, borders & long-term thinking.
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5 Feb 2024
Financial Planners vs. Advisers
Whether you’re an expat exploring the global financial landscape or simply looking to make the most of your hard-earned money, you might be wondering about the difference between financial planners and advisers. It’s...
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15 Jan 2024
Positive ageing
As we work with clients who are entering their later years and managing their retirement, we find that they are often tinged with the challenge of loneliness. Retirement, the loss of loved ones, and the relocation of...
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8 Jan 2024
Retirement may not mean uninterrupted relaxation
Retirement often conjures images of leisurely days, free from the constraints of a 9-to-5 schedule. But what if the key to a truly fulfilling retirement lies in not entirely stepping away from the professional world?...
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1 Jan 2024
The cash that flew the coup!
Budgeting… that’s where the fun begins! When it comes to financial planning, one of the very first topics I dive into with new clients is budgeting. And it’s not always easy, because budgeting often gets a bad rap....
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18 Dec 2023
Is it still tax-free?
In our quest for sunnier shores and new adventures, one critical financial aspect often overlooked is the tax treatment of UK pensions abroad. It’s a common assumption that the tax privileges enjoyed in the UK will...
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11 Dec 2023
Tech and your tenners
I’ve always been fascinated with technology and how is helps us with our money – right from a kid with a fistful of tenners to my current position in our tech-driven profession. And, as someone who has witnessed the...