Planning your financial future can be a daunting task at the best of times. It can require a degree of introspection around the ‘big’ life moments e.g. when can I afford to retire, which can appear intimidating. For this reason, the use of cashflow modelling can offer a sense of […]
Wealth Planning
Will HNW Americans vote with their pockets? How post-election tax changes might affect wealthy Americans in the UK
The countdown to the 2020 US Presidential election is well underway, and whether the outcome will be a blue or a red winner, is still far from certain. What is clear, is that the very different tax positions proposed by the Republicans and Democrats could have a very significant impact […]
Robert Paul interviews Chris McLemore from Butler Snow about renouncing US citizenship
Following on from his guest slots on our podcast ‘A United Approach’, Robert Paul speaks to Chris McLemore, Attorney, Butler Snow about renouncing US citizenship. Is the process lengthy and/or difficult? The renunciation itself is fairly straightforward. It involves meeting with a consular official at a US embassy or consulate and […]
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 […]
Setting your financial foundations
When our lives are full and there are not enough hours in the day, reviewing finances can often be the last thing on the agenda. We have so many things to focus our energy on, whether that’s our career, our home, our children, caring for parents, charitable work or simply […]
Splitting time: living both sides of the Atlantic
It’s an attractive premise: in a shrinking world where careers and family life can span continents, why not spend half the year in one place and half the year in another? This is a luxury which the Duke and Duchess of Sussex are working on to make a reality, but […]