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Ever felt stuck in a financial product you no longer want or need, because getting out would cost you a fortune? You’re not alone. Whether it’s an investment platform, pension product, or insurance...
Any hopes of calm after Monday’s market bounce didn’t last long. The FTSE 100 slipped again on Tuesday (9 April), dragged down by another red day on Wall Street, with the S&P 500 hovering near...
As the end of the tax year approaches, it's time to think about pension contributions. For the 2024/25 tax year, the annual allowance, the maximum you can contribute to your pension without...
Planning for retirement involves balancing the desire for growth with the need for security. Fixed index annuities (FIAs) offer a blend of both, providing potential market-linked gains while...
As a U.S. citizen, you are required to pay estate taxes on your worldwide assets, regardless of where you reside. This means that both your U.S.-based and foreign assets fall under U.S. estate tax...
As an American expat, managing your taxes while living abroad can be complicated, especially when it comes to investment income. But there's one strategy that can help you reduce your U.S. tax...
For many UK expats, managing multiple pension pots across different employers and schemes can be confusing and inefficient. Consolidating your UK pensions into one manageable plan may seem...
As an American expat, one of the most important financial decisions you might face is whether to perform a Roth conversion before moving abroad. A Roth conversion involves transferring funds from a...
