Financial Planning Resources & Blog
Is your Spanish bank overcharging you?
Background It has come to my attention that the burden of negative interest rates is starting to become apparent on the Spanish banks and they are...
Are you the next Richard Burton?
Richard Burton’s estate fell foul of HMRC and UK inheritance tax was due even though he had lived abroad for the previous 27 years before his death....
Are your investments Spanish tax compliant?
As you may or may not know The Hacienda, AKA the Spanish taxman requires Spanish tax residents to declare overseas assets worth more than €50000, on...
Am I Liable For UK Inheritance Tax?
In my previous article I went over the question of having an up to date will in place to help with your estate distribution.This leads us nicely...
Do I Need A Will?
In my previous article I discussed the question of your insurance protection which leads un into possibly one of the most important questions...
Is My Insurance Valid?
In my previous articles I went over the question of having enough money in retirement. Today, it’s time to ask yourself a very important...
Am I Saving or Investing?
In my previous article I discussed if you had enough money to retire?Which leads us nicely into question 2: Am I saving or investing? If you...
5 Questions To Ask Yourself In 2021
With COVID, Brexit and the US election creating so much turmoil in 2021 everyone should be asking themselves these 5 important questions when it...
US Election, How The Markets Reacted
How Do US Election Results effect the markets? Here are 7 key points to keep in mind – Historically a Democrat President and a split Congress, as we...
