United Advisers - Luxembourg

United Advisers on LinkedIn

Financial Planning

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 …

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 …

How cost averaging works in market peaks and troughs

How cost averaging works in market peaks and troughs

It’s not uncommon for people to think they should pull their investments when markets are falling amidst a crisis like a global health pandemic. When markets react, we react. The problem with that, however, is that you make the mistake of selling when prices are low and buying at higher prices when markets inevitably rebound. …

Read more …

The ‘Truth’ about saving for retirement

The ‘Truth’ about saving for retirement

Regardless of whether you’re nearing retirement or just starting to plan for your future, knowing how much you will need to retire comfortably can be challenging. There are various factors to consider such as your ideal retirement age and what exactly a comfortable retirement means to you. Does it involve travelling the world, staying in …

Read more …

Craig Gardner promoted to Financial Planner in Madrid

Craig Gardner promoted to Financial Planner in Madrid

We are pleased to announce that, after four years with United Advisers Group, Craig has been promoted to Financial Planner. Over the past year, he has joined Director David Cooper in launching our new Lifestyle Financial Planning service which is designed for those living or working internationally. Craig is now our financial planning specialist in …

Read more …