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REQUEST CONSULTATIONWe are a boutique style Investment Advisory firm, providing tailored financial planning solutions with matching financial advice.
FOCUSED ON DEVELOPING PERSONAL RELATIONSHIPS WITH CLIENTS.
WHAT WE DO
Our clients are at the core of everything we do and they benefit from a first-class experience that surrounds their needs and aspirations. We ensure our client’s success by fully understanding their needs and aligning our interests with theirs. Our clients value the close communication throughout the relationship and the educational framework we provide so they fully understand the financial decisions they make. This leads to positive outcomes and long fruitful relationships.
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Industry insights
Financial Health Check – Checklist
Life and personal finances are heavily linked – they both change over time. Many key life milestones are also inseparable from related, financial milestones. Of course, the earlier you start to plan...
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3 Things Every British/UK Expat Should Do with Their Finances in Dubai
Relocating from the UK to the UAE can be a fantastic life choice, as many expats prefer the vastly different lifestyle, not to mention the benefits of zero income tax to enjoy. However, it can be hard...
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Solving Inheritance Tax
Inheritance tax, or the ‘death tax’, could be one of the most disliked taxes in the UK - no one wants their estate to be eroded away before it reaches their family. Currently, the tax-free threshold stands frozen at £325,000 for 2017-2021, or at £650,000 for couples. However, the steady rise in property prices over the past few decades means more and more people are exceeding this Nil-Rate Band, and liable to the 40% inheritance tax (henceforth IHT) rate – a hefty bill for many. However, there are many methods that can reduce this tax bill, which shall be outlined below. Reducing your net estate liable to IHT can be achieved in several ways. In the UK, one can ‘gift’ away up to £3000 to a beneficiary without being subject to taxation, per year. This can be carried forward b...
Inheritance tax, or the ‘death tax’, could be one of the most disliked taxes in the UK - no one wants their estate to be eroded away before it reaches their family. Currently, the tax-free thresho...
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The Need for Guardianship for your Children
For expats living in the UAE, knowing about guardianship and custody of your children is vital. To cover such a ‘what if’ situation means preparin...
For expats living in the UAE, knowing about guardianship and custody of your children is vital. To cover such a ‘what if’ situation means preparing for the loss of life in the family, and to ensur...
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