2025 Investment Update – Quarter 1 reports that with global uncertainty persisting, disciplined investment strategies focused on long-term value creation remain key.
Retirement
2024 Investment Update – Quarter 4
Our portfolios have performed very well over the last 12 months. We credit this to adhering to the three golden rules of investing.
Spring Cleaning Your Investment Portfolio
Spring-cleaning your investment portfolio involves a thorough review and reorganisation of your investments to ensure they still align with your financial goals, risk tolerance, and the current economic environment.
Czech Pension Types
The Czech pension system is structured around three pillars, each serving different functions and providing different benefits. We break down the type, funding, benefits, and management of each.
Czech Social Security Payments by Expats
Many expats are concerned that, unless they accrue 35 years of contribution to the Czech pension system, they will not qualify for a pension here in the Czech Republic. But, many countries coordinate with the Czech Republic so your payments are counted.
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.
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.
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.
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.
Ten Reasons to Take Out Life Insurance
There are many reasons to take out life insurance. many are overlooked. We look at a few ways that life insurance can protect families, businesses and inheritance.
Insurance Bonds in the Czech Republic
Does your insurance bond offer the necessary protections needed by expats living in the Czech Republic?