The British Expat and the offshore bond
June 25, 2018
In the wake of Brexit, there is a growing trend of British expats rushing to secure residency outside of Britain. This, it seems, is not limited to the British pensioner retiring to sunnier climes. Rather, under 55’s and millennials are opting for greater access to the continent; along with a better lifestyle, lower cost of […]
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#Success in #Succession – Part II – Taking care of tomorrow
June 21, 2018
Our research on HNW individuals finds that 68% of European high-net-worth individuals seek life assurance products as a way to ensure financial security for their family whereas 24% view it as a tax efficient way of structuring their assets. Mr Alvarez falls into both categories. His recent promotion requires him to move from Spain to […]
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Rising interest rates: a threat ?
June 18, 2018
Rising interest rates have been a worry for investors for the last couple of years, without that fear actually manifesting itself in market movements. We have seen interest rates on the rise this year, as was to be expected from the historically low – and in many cases negative – levels. An overview. Especially […]
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