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Living in Switzerland with a 401k

Living in Switzerland with a 401k

The 401k is an incredible investment vehicle when you are living and working in the USA. However, it can be complicated to convert or re-invest when you live in Switzerland. Many expats chose to leave their 401k as it is and are often unaware that there are other investment options available to them. There can …

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Are you an accidental American?

Are you an accidental American?

The American government is stepping up their game when it comes to finding Americans with undeclared foreign assets. In 2014 Boris Johnson learnt that he was a US citizen after being chased for taxes after selling his home. This situation is far more common than you might think. How you could be one of the …

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Market Summary – October 2019

Market Summary – October 2019

Global equity markets rallied in September with modest overall gains following a somewhat subdued August. Emerging markets occupied the extreme ends of the range, with Venezuela losing over 12% while Argentina gained over 18%. Steady US data underpinned markets with a sharp rise in consumer spending and unemployment remaining steady at 3.7%. The hope that …

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Navigating the Swiss Pillar 3a and a Pillar 3b system

Navigating the Swiss Pillar 3a and a Pillar 3b system

The OECD called Switzerland’s multi-pillar pension system a “Triumph of Common Sense”, and we can certainly see why. With diversification at its heart, the Swiss pension scheme embraces best practices deriving from the oft-quoted concept of ‘not putting all your eggs in one basket‘. What is the Swiss pension scheme? In a nutshell, the Swiss …

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The Swiss Pillar Pension system in 30s

The Swiss Pillar Pension system in 30s

New to Switzerland? Wondering what the Swiss pillar pension system is all about? We got you covered. Here is a simple 30-second explanation of the Swiss 3 pillar pension system Pillar 1 is the mandatory state pensions. The Swiss Government is responsible for this and it is designed to take care of your most basic …

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Are you heading towards the wrong financial goals?

Are you heading towards the wrong financial goals?

So, you’ve set your financial goals, worked out what you’ll need to do to make sure you achieve them, and mapped out your route and the milestones you’ll need to hit on your journey. Job done. Time to sit back and enjoy the returns of your hard work! But is it really as simple as …

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Why we are a FEIFA member

Why we are a FEIFA member

United Advisers Group is proud to be a FEIFA member and we wanted to explain what this means for our clients. What is FEIFA ‘FEIFA’ stands for The Federation of European Independent Financial Advisers. It is a non-profit trade association that, for the last decade, has represented, supported, and assisted English-speaking Financial Advisers (IFAs) operating …

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Market Summary – August 2019

Market Summary – August 2019

Boris Johnson: MPs Choice or People’s Choice? The Conservative party has a new leader, and Britain has a new Prime Minister, and his name is Boris. Boris Johnson, likes to be a bit of a showman, but demonstrated in his previous role as Foreign Secretary, that he’s not a ‘details’ person, which may be part …

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Six apps to help you develop great saving habits

Six apps to help you develop great saving habits

Helping people budget effectively and make the best use of their money they have has been the bread and butter of the financial industries world. To support advisers in their mission there is now a raft of technology-based solutions to help people budget. These range from simple spending trackers to full-blown financial applications linking accounts, …

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Key considerations for later life planning

Key considerations for later life planning

The good news is, we’re all living longer and, as a result, we can look forward to longer retirements. The bad news is we have to be able to fund a longer retirement. Most people generally don’t give this enough thought, and many will likely run out of money well before they run out of …

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