ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.

Investments

Case Study: Navigating Complex US Inheritance Paperwork for a UK Beneficiary

Casestudy, Investments, ISAs for Americans / By

In this case study, we provided assistance with US inheritance paperwork to the niece of a beneficiary, who had to navigate a dizzying array of unfamiliar financial terms, how to handle an individual retirement account (IRA) inheritance, and forms for inheriting a US annuity that was issued by a US Mutual. Background Information Personal/Financial Situation: The client […]

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Maximizing Social Care Finance: The Key Role of Independent Financial Advisers in UK Council Services

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Within the intricate web of adult social care looking after finances is tough work. The roles of Appointees and Deputies stand out for their critical responsibility in managing the financial affairs of individuals who lack the capacity to do so themselves. This article explores why a council might consider engaging an independent financial adviser for

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Managing Your Offshore Insurance Savings Scheme: Evaluating Your Options and Making Informed Decisions

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If you currently have an offshore insurance savings scheme, you may be wondering what your options are and what you should do next. Here are some steps you can take to evaluate your current situation and make informed decisions about your investment. In summary, if you have a current offshore insurance savings scheme, it is

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Understanding Offshore Insurance Savings Schemes: Pros and Cons of Unit-Linked Insurance Investment Plans

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While unit-linked insurance investment plans offered by offshore insurance savings schemes may have been popular in the past, they have come under scrutiny in recent years for being out of date and offering poor value to investors. One of the main criticisms of these plans is that they are often associated with high fees and

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Maximizing Your Return to the UK: Expert Financial Advice for Brits Abroad Returning Home

Investments, News / By

As a British expat living abroad, returning home can be an exciting prospect. However, returning to the UK after living as a Brit abroad can come with a unique set of financial considerations. As you begin planning your return to the UK, it’s essential to understand the financial implications of your return, especially concerning your

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The debts of government and nations; impact on bond investing

Investments, Salam Pax SICAV / By

Developed market indebtedness and the adverse consequences of massive national debt are still with us 240 years after Adam Smith’s  ground ground breaking economic book The Wealth of Nations (written by Adam Smith and published 1776). Some of his lessons in the chapter “Public Debts” should be remembered by investors today.

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Salam Pax Sukuk Fund registered in France and UK

Investments, News, Salam Pax SICAV / By

Salam Pax SICAV announced today the registration in France and the UK of the Serenity Sukuk Sub-Fund. The general public are now able to invest in both the Ethical Funds of Funds and Serenity Sukuk Funds. Salam Pax’s success in building the Ethical Fund of Funds investor base and robust returns has supported the business to strengthen the range of

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ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.

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