Guest Blog – UK to Overseas Pension Transfers – Are they still relevant?
In spite of the “traffic light” system continuing to create frustrating delays to pension transfers (as highlighted so excellently by Paul Forman in his article in the August 2022 edition of The Trade Press), there are still solid reasons why an overseas transfer may make sense for those who have left the UK to settle …
The Lifetime Allowance – will your pension be affected?
For those that are not already familiar with the lifetime allowance (LTA), it is the threshold the UK government has set for the total value of funds you can hold in all of your private and/or works pensions. How much is the lifetime allowance? As it stands, the current LTA is GBP 1,073,100. Any amount …
Recent changes at United Advisers Group
Like all professional service providers, financial advisers have faced challenges amid the coronavirus pandemic such as working remotely on a full-time basis. In-person meetings have become a thing of the past. Since local lockdowns forced us to temporarily close our offices in Luxembourg, Madrid, Palma and Geneva, we have relied solely on email, phone and …
What the US election could mean for investors
With less than a month to go until the US elections, it’s impossible not to think about the potential impacts on markets and investors. Donald Trump and Joe Biden are entering their final weeks of campaigning, but what can we expect from either a Trump re-election or a victory for Biden? We sat in on …
Tips for managing your money during uncertainty
In turbulent times, it is perfectly understandable to feel anxious about things you can’t control. That extends to managing money, especially if you’ve found yourself without a job or a sudden drop in income. The good news, however, is that there are ways in which you can take back control and manage your money when …
Investment decisions in uncertain times
It’s perfectly normal to feel twitchy during volatile times and uncertain about your investment decisions. We understand equity market volatility occurring as a result of events such as global pandemics is a concern for many, certainly as it relates to investments. Short-term volatility is a characteristic of investing. Share prices rise and fall but markets …
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 …
Keeping a level head – coronavirus and stock markets
Stock markets have reacted sharply to the spread of coronavirus to countries outside of mainland China. Given the current crisis looks set to continue for the foreseeable future, investors should brace for more volatility in the stock markets. However, we urge you to remain calm and not to allow fear to govern your investment decisions. …
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 …
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 …