Financial planning update – November 2018

Stock market jitters continue

The stock market jitters that began in October have continued throughout this month.

US markets are now down 8-9% over the last two months, while European markets have lost 6-7% over the same time period and in the UK, the FTSE has dropped by a similar amount. Continue reading “Financial planning update – November 2018”

How the latest UK stamp duty plans impact expats

Theresa May recently announced plans to introduce an additional layer of stamp duty for overseas buyers of UK property.

This is a move that could obviously affect British expats who are looking to buy a place in the UK; either to rent out or as a home to live in on their return. Continue reading “How the latest UK stamp duty plans impact expats”

Expat life insurance options in Poland

As an expat, there are a number of reasons why you may be looking for life insurance.

It could be that your previous policy has come to the end of it’s term. Or it may be that you have found out that your old policy does not cover you now that you are living overseas. You may have had a “life event”, e.g. marriage or birth of a child. Or you may be looking to use it as a way to mitigate an inheritance tax liability.

Whatever the reason, you need to know the options open to you. Continue reading “Expat life insurance options in Poland”

How to build an “in case of death” folder

Have you ever thought about how you would like your affairs to be left in the event of your sudden death?

Apologies for such a dramatic lead-in, however one of my clients sadly passed away recently (he was my age, which is scary) and it got me thinking about how I can help others make sure that their documents are better organised in case of such an event. Continue reading “How to build an “in case of death” folder”