United Advisers - Luxembourg

United Advisers on LinkedIn

Blog

What you need to know about transferring your pension using a QROPS

What you need to know about transferring your pension using a QROPS

Expats often ask whether they should transfer their pensions from their current UK schemes to an international scheme with a potentially more advantageous structure, such as a Qualified Recognised Overseas Pension Scheme (QROPS). But first, it’s essential to understand whether a pension transfer is in fact the best thing for you and to understand that …

Read more …

Retirement planning for expats: key things to consider

Retirement planning for expats: key things to consider

Planning for retirement requires significant consideration, especially if you live and work abroad. When you’re an expat, there are always additional factors to consider, including where you wish to retire, your eligibility for pensions and your nationality. Are you eligible for a mortgage if you wish to purchase a property in your country of residence? …

Read more …

How to judge performance amongst market turbulance

How to judge performance amongst market turbulance

During our recent webinar, UAG Director David Cooper gave an overview of current market performance as we start to move past the peak of the pandemic, potential recoveries and how to manage your investments during uncertainty. Below are the key takeaways. Current equity market performance* All major equity markets have taken a significant hit due …

Read more …

6 Benefits of Financial Independence

6 Benefits of Financial Independence

How often do you receive promotional offers encouraging you to spend? The compulsion to buy is, quite literally, always at your fingertips. This temptation, however, can be damaging to your ability to achieve financial independence. It’s all well and good to enjoy yourself now but what about creating the opportunity to enjoy more things for …

Read more …

Has your current adviser ever asked you these 7 essential questions?

Has your current adviser ever asked you these 7 essential questions?

Questions asked by your current adviser can provide real insight into how they work. Most financial advisers concentrate on selling you a product to fix a ‘problem’ rather than tackling proper financial planning that focuses on the most important thing – you. Most people value a service that relates to their goals and dreams. They …

Read more …

Preparing for the unexpected

Preparing for the unexpected

We know it’s never easy to think about preparing for the worst such as severe illness, disability or death. These are not topics we take lightly but they are eventualities for which we all need to prepare. Have you thought about what would happen in the event of you falling ill and not being able …

Read more …

5 advantages of international banking for expats

5 advantages of international banking for expats

An offshore bank offering international banking is a bank located in any country other than the account holder’s home country. An account held in an offshore bank is therefore often described as an offshore bank account. While international banking and offshore bank accounts are often negatively perceived as a way to avoid paying tax (which …

Read more …

5 things to consider before investing in luxury products

5 things to consider before investing in luxury products

Is buying, or investing in, luxury items always a wise decision? Investing in luxury goods has long been an attractive alternative to investing in the stock market. A major perk of art as an asset, for example, is that its value doesn’t rise or decline with the stock market and, when sold in the future, …

Read more …

Looking after your mind, body and soul

Looking after your mind, body and soul

Now that most of us are experiencing some sort of confinement, we want to share some ideas we’ve come across for staying fit and healthy in mind and body. In our round-up, we’ve included ideas for keeping kids entertained too, which we know is no mean feat!  Mental health Looking after your mental health is …

Read more …

Films you should watch about finance and investment

Films you should watch about finance and investment

Given that we are all spending more time at home and inevitably more time in front of the TV, we have updated our top finance and investment film recommendations. We’ve also included TV series in this updated edition and broadened the range a little. We hope you enjoy our top picks including the good, the …

Read more …