Finfluencers, or financial influencers, on social media platforms can pose several significant dangers, both to individual investors and to the financial market’s integrity. Learn some of the key risks associated with them.
Chris Lean
Finance Trends You’ll See This Year
Preview the upcoming finance trends for 2025. Explore how AI and other emerging technologies will be integrated into your financial future.
Gilt Yields in the UK Bond Markets
There has been a lot of press coverage about the bond markets in the UK and international press. Investors should understand how higher gilt yields could affect their decision to transfer their pensions.
OpesFidelio Conference 2024
2024 OpesFidelio Conference covering pension, investment and financial planning for British, Irish and US Nationals residing in Portugal.
British Expats: New October 2024 Budget Changes Can Affect You
British expats should review their financial plans in light of new rules included in the October 2024 Budget. Inheritance taxes, Oversees Transfer Charges, QROPS, and residency status can be affected.
The Solution for Getting Cross-Border Financial Advice
British citizens in the EU, and other citizens with UK products, are finding it harder and harder to get cross-border advice about their investments and pensions- we have the solution.
Travel Insurance: Is Cheapest the Best?
Especially when travelling outside the EU, our advice is to obtain the highest level of travel insurance cover, which is often only a matter of a few hundred CZK difference than Standard cover.
DIY Investing Often Costs More Than Professional Advice
Real life examples from here in the Czech Republic show how working through properly qualified, regulated firms may assist you to obtain the best deals, that are often better than DIY investing costs.
Opes Fidelio Conference 2024
Our advisers come together once a year to learn the latest insights, regulations, and client solutions strategies. The annual OpesFidelio conference for our team of financial advisers across Europe is held in Portugal this year! This year, we’re adding a special session for expats who are based in Portugal.
UK Pension Benefits Changes, TTFAC, Part 2
Look in more detail about whether one should apply for a TTFAC – Transitional Tax-Free Amount Certificate.
UK Pension Benefits Changes, Post-April 2024 Part 1
Are you considering taking UK Pension Benefits after April 6, 2024? You may need to take action now to avoid higher tax liability in the future.
Key Person Insurance
Key person insurance provides the business with funds to continue operations and mitigate the risks associated with the loss of a key employee.