How to carry out a financial health check
Are your finances in good order? In this webinar, Michele explains how you can carry out your own financial health check, a first step in optimising your opportunity to build wealth.
Use lockdown time for a financial health check
If you would like to see my webinar on the steps to complete a financial health check email my team at [email protected] and we will send you a video link We live in strange times. The Covid-19 health crisis is rocking the world and billions of people worldwide are in lockdown, while national governments try […]
Covid-19 & the markets
How is the coronavirus affecting the global markets? In our first webinar, Strategic Investment Strategist, Payal Trehan looks at the impact Covid-19 is having on the global financial markets and what action investors should take. Michele looks at the cover provided by critical illness insurance.
Critical Illness. Crucial Insurance
Few things in life can chill the soul like sitting in a doctor’s office and hearing them say the C-word. UAE resident Nareena Mehra described herself as a ‘mum on autopilot’ when cancer derailed her life. Nareena was just 36 when doctors diagnosed with aggressive stage three breast cancer. As you can imagine, it turned […]
Outstanding UK Property Investment Opportunity – from £93,000
I regret that this opportunity has now sold out If you are looking to start property investing or you are looking to grow an existing portfolio, this is an opportunity that you should consider. By UK property investment standards, the capital requirements are low and the upside potential is outstanding. The development is a high […]
Do you have 2020 vision on your personal finances?
Financial wellbeing, along with physical health is one of the cornerstones of a successful life. That’s why it has always been amazing to me why financial education is either very low, or non-existent on school curriculums throughout the world. I can’t understand how learning about how to manage money is any less important than mathematics, […]
Focus on international trust planning
Plan your finances in a tax efficient way Never before has there been a more important time to consider your financial affairs and take stoke of your personal financial future. This is according to Michele Carby – Managing Partner; team leader and financial planning expert at global financial advisory group, Holborn Assets. “It is the […]
Will the Autumn Budget Usher in Pension Tax Relief Changes?
The Autumn Budget 2018 could mark the beginning of considerable tax relief changes. The current rules which have been described as generous, are coming under pressure to be reformed from both government organisations and industry experts. If you are a high earner, this post spells out the likely changes that will affect your pension tax […]
Why you need an Exit Strategy for Investment Bonds
Don’t get caught out by a Massive Tax Bill If you hold investment bonds or have them offshore in the Isle of Man or Ireland you may be in for a nasty tax surprise. In this post, I talk about why you need an exit strategy for your investment bonds and the reasons behind my […]
Understand Pension Annual Allowance for a Better Retirement
One aspect that is important to understand where your pension is concerned is your annual allowance. When you contribute to your pension you receive generous tax relief until you reach your annual allowance. The rules around your annual allowance are complex and it is often difficult to know how much your annual allowance actually is. […]