Category: Financial Planning

For millennials working towards their financial goals, the 'good old days' may be a thing of the past. Before we delve into the data, let's take a look at some of the concerns facing the cohort.

No one likes to think about death, and estate planning can be a tricky topic. However, writing a will is essential. Let's take a look at why, and how you can speak to your family about it.

It's not something we like to think about, but writing a will is essential. Here, we take a look at some of the issues that expats need to be aware of when it comes to writing a will.

Spring is now upon us. The days are longer, flowers start to blossom, and it's time for the annual spring clean. Whatever your financial goals, here are six tips to freshen up your finances.

Being in debt seems to be an almost unavoidable byproduct of modern living. Managing debt can seem overwhelming, but there are solutions. Here, we take a look at the debt snowball method.

New Year's resolutions are about self-improvement and bettering yourself from the previous year. Check out our financial fitness plan and whip your finances into shape this year.

Bullet journaling has surged in popularity thanks to the imaginative designs that the community creates. Still, these journals can also be a great way to get your finances in shape.

As a British expat, your child could be charged international fees for attending a university in the UK, even if they are a British citizen. Here's what you need to know about education fees.

Life insurance provides financial security for your loved ones when you pass away. If your policy isn’t set up correctly, your family may never reap the financial benefits that you had intended.

It’s no secret that having children is expensive, but you might not realise just how expensive. From childcare costs to school fees, we take a look at the cost of raising a child.

Having a baby doesn’t just affect your sleeping pattern; it can also have a significant impact on your bank balance. Raising a child to the age of 18 could cost you an eye-watering £192,000.

It’s coming up for 3 years since the first Brexit referendum and uncertainty continues to prevail. If you are a UK expat, make sure your finances are Brexit-proof by speaking to an IFA.

We’ve got Open Banking to thank for savings apps. Open Banking is the new system in the UK which you can opt into which shares your banking information with third parties.

The expat lifestyle is all to the good, but it burns through cash. Can you find a way to spend money that will reap financial rewards? Here are two ideas – education and property investment.

The goal of the World Health Organisation that runs World Health Day is to provide universal health coverage involving healthcare at the most basic level, for the most disadvantaged.

It’s time for a financial spring clean, so why not take some tips from “organising consultant” Marie Kondo? She’s talking about household items, but her systems apply to personal finances too!

Managing your tax situation is the key priority for new expats. Maybe the very reason you are leaving your home country is to take advantage of lower-income tax in your new country of residence.