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Market commentary – September 2018

Market commentary – September 2018

Brexit is back in the headlines this month. Despite the new secretary, Dominic Raab, stating his confidence in negotiating a good deal, the majority of commentators are starting to discuss the possibility of a no-deal Brexit. The potential impact of a no-deal Brexit Last Thursday the UK government released 28 documents which assessed the potential …

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Don’t miss out on your inheritance

Don’t miss out on your inheritance

The latest HM Revenue & Customs (HMRC) figures show that over 24,000 estates in the UK pay inheritance tax each year and, with many estates not taking advantage of the Residence Nil Rate Band (RNRB) introduced in April 2017, the UK government collected £1.9 billion in Inheritance Tax (IHT) in the first four months of …

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Paul Evans judges at the Last Word awards 2018

Paul Evans judges at the Last Word awards 2018

Last Word Media is a key publisher for international advisers and have asked Paul to be a judge for their new Global Financial Services Awards. It is not only a great honour to be asked, but a fantastic opportunity to experience, first hand, global innovations within the industry. International Adviser recognises Paul as a principal adviser …

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Market Summary – June 2018

Market Summary – June 2018

Human rights issues surrounding the Mexican border debacle, with the inevitable negative impact on worldwide perceptions of US immigration tactics, rated high in news-cycles and on social media in recent weeks. Despite this, news and discussion within financial circles have been dominated with the upset in financial markets by the looming prospect of so-called trade …

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Pocket Money – How much is enough?

Pocket Money – How much is enough?

‘Pocket Money’ or ‘Allowance’ is a valuable resource for children to learn about the value of money. It is a useful tool for parents to encourage children to develop confidence in consciously and actively managing money. But how much is enough? For many parents, deciding how much pocket money is appropriate is anything but an …

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Market Summary – April 2018

Market Summary – April 2018

After a volatile start to the year, with falls in February and March, equity markets rallied to some extent in April. UK Key for April was the disappointingly weak, and lower than expected, 1st quarter GDP growth rate. The weak GDP growth reduced the likelihood of an interest rate rise in May which in turn …

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What the rich teach their kids

What the rich teach their kids

I recently re-read Rich Dad Poor Dad by Robert T.Kiyosaki and wanted to share the key financial lessons with you.  This book is all about transforming your income so that your money works for you, rather than you having to work for your money, a subject I am obviously very passionate about! This semi-autobiography shares Kiyosaki’s financial …

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Landmark Post-Brexit EU Residency Ruling

Landmark Post-Brexit EU Residency Ruling

More than a million British nationals live in EU countries. Last Wednesday, a group of Brits living in the Netherlands won a landmark ruling that may affect them all. The group’s case will now be passed to Europe’s top court, the European Court of Justice (ECJ) in Luxembourg. They hope that the ruling will give …

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Paul Evans gives his time for Unicef

Paul Evans gives his time for Unicef

At United Advisers, we strive to make a positive difference, not only for our clients but also for others. We engage with as many charitable events as possible.  Previously this includes bike rides, beach cleanups, and even a swim from Alcatraz to the mainland.  This year Paul Evans, Director at United Advisers Group, opted for …

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Update on QROPS and SIPPS

Update on QROPS and SIPPS

The introduction of the ‘Overseas Transfer Charge’ (OTC) by the UK Chancellor in 2017 decreased the popularity of QROPS for many expats who decided instead to transfer into International SIPPS. However, this doesn’t mean that QROPS should be written off as a viable pension solution for expats. There are three primary reasons why QROPS may …

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