Mauritius dream property opportunity – includes permanent residency/tax residency optional

If you are looking for a dream or luxury second home or an outstanding property investment opportunity, take a look at La Balise Marina. Located in Black River (Rivière Noire) on Mauritius’s sunny west coast, this authentic and charming town combines local flair with modern facilities, including restaurants, bars, shopping centres, essential medical facilities and […]
Canada Start Up Visa – permanent residency & citizenship programme

[mc_button class=”center” link_href=”https://calendly.com/michelecarby/15-minute-citzenship-residency-consultation?utm_source=website&utm_campaign=canada-start-up-visa&utm_medium=website&utm_content=button-top” link_text=”Book a call”] Canada is committed to opening its borders and citizenship to opening its borders to thousands of new immigrants every year. Long associated with democratic freedoms, and high living standards, Canada is a highly attractive location for families seeking a new life in a welcoming country. The fastest way to […]
Spectacular London property development completed – only three units left

In July, we featured a dramatic London Church conversion, St Barnabas in Finchley, into apartments. Just 30 minutes from Central London, buyers quickly snapped up most of the units and the development is now complete. The developers have done a stunning job combining architectural drama with the demands of comfortable modern living. There are a […]
South African pension funds unlocked for expatriates on Monday

From March 1, 2021 South African expatriates will have full access to their South African based pension funds.
Second opinions matter: how we perform an investment health check

[mc_button class=”center” link_href=”https://calendly.com/michelecarby/second-opinion?utm_source=website&utm_campaign=2047&utm_content=topbutton ” link_text=”Book a call with Michele”] If you have concerns about how your finances are currently structured, worried about your pension or your investment portfolio’s performance, we will review them and give you an independent second opinion for free and without obligation. Why do we do this? Not many people are not […]
Have you lost track of old UK assets, pensions or insurance policies?

The UK government has announced that it will extend its Dormant Asset Scheme to include most insurance and pensions. This is a significant expansion of the Scheme, which analysts forecast could consist of 1.6 million pensions valued at £19.4 billion. A Dormant Asset is defined as one where there has been no activity (other than […]
Three financial planning lessons from the year of Covid

Michele takes a look at three important principles of financial planning reinforced by the Covid pandemic in 2020.
UK pensions: what happens if the parent company collapses?

There is limited help in the companies’ pension schemes which analysts have reported are likely to face cuts, given the funding crisis they both face. Company pension schemes in the UK are subject to protection when an employer goes bust. The funds are placed in a rescue scheme known as the Pension Protection Fund (PPF). […]
South African expats face urgent pensions deadline

South African expatriates need to take action on any pension funds held in South Africa before March 1, 2021. According to an article by Sovereign Trust, the urgency is driven by provisions announced in the draft Taxation Laws Amendment Bill on July 31 2020. The new rules are designed to prevent expatriates removing funds from […]
UK pensions puzzle for Rishi Sunak

As if the UK’s economic problems wrought by Covid lockdowns were not enough pain to wrestle with, Chancellor Rishi Sunak is facing a pensions puzzle that is likely to force some difficult decisions in the near future. The Conservative Party Manifesto on which last year’s election promised voters a ‘triple lock’ on pension rises, consisting […]