Author: Jonathan Gold

The Capital Gains Tax conundrum: Pay now or pay later?

The Capital Gains Tax conundrum: Pay now or pay later?

“What do you think is going to happen to Capital Gains Tax?” This is currently the first item on the agenda in every client meeting. The second item, “And what should I do?” Something which is top of mind for all clients, becomes even more complicated for US citizens living […]

Investment planning in times of financial stress

Investment planning in times of financial stress

The COVID-19 crisis of 2020 has taken its toll on the world – the tragic loss of life, the devastating social distancing from loved ones and the financial impact on economies across the globe. Global equity markets fell sharply from the middle of February, with drawdown levels of -35% in […]