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UK Tax Planning - Upcoming Changes & How To Utilise Offshore Bonds
Everyone is waiting with bated breath for 30th of October when the current government will deliver the budget statement. It is widely...
David Bojan
Oct 17, 20245 min read
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Retirement Planning - It's Not Just About the Money!
Three out of four people have made a serious effort to plan financially for retirement. But what may be surprising is that only one out...
David Bojan
Aug 15, 20242 min read
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Labour Wins the 2024 UK General Election - What This Means for Your Money
Labour won with a significant majority (gaining over 400 seats), but with only an estimated...
David Bojan
Jul 5, 20243 min read
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How to Achieve Financial Independence?
Everyone likes the idea of being financially independent. But how do you get there? What steps should be taken to get to the point where you
David Bojan
Jun 27, 20245 min read
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What Does the UK General Election Mean for Non-Doms?
Voters in the UK will head to polls on the 4th of July after PM Rishi Sunak announced the date amid sluggish growth, high interest rates...
David Bojan
Jun 6, 20243 min read
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Is The US Economy Revealing Cracks Below the Surface & Should You Be Worried?
US outstanding household debts are at the highest point since the Global Financial Crisis. What does that mean for the future? Read on.
David Bojan
Jun 6, 20242 min read
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UK vs US Shares: Comparing Costs & Potential for Profit
In this article, we're analysing the valuation gap between the UK vs US MSCI index in search of promising signs for UK equities.
David Bojan
May 21, 20242 min read
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Are UK Smaller Companies In For a Resurgence?
Investors in UK company shares have weathered a challenging time. Discover why the stage is set for a turnaround for UK smaller companies.
David Bojan
May 16, 20241 min read
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Money Market Funds: A Complete Guide
What are money market funds? Find out everything you need to know including the advantages and disadvantages. Read now.
David Bojan
May 16, 20243 min read
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Are Active Fund Managers worth paying for?
Investors are increasingly turning to passive investment products such as tracker funds and exchange-traded funds...
David Bojan
Mar 7, 20249 min read
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The Disadvantages of Market Timing
The temptation to invest only when the market appears favourable can be
strong, yet staying invested through market fluctuations has...
David Bojan
Mar 1, 20242 min read
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5 Steps to Strategically Adjust Your Portfolio for an Impending Market Slowdown
With some market indices reaching new all-time highs seemingly every day and many stocks becoming more expensive, you may feel like you want
David Bojan
Feb 22, 20245 min read
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Analyzing the Stock Market: Have Stocks Fully Recovered Since Covid-19?
Shares in hundreds of UK and US-listed companies have not fully recovered since...
David Bojan
Feb 22, 20244 min read
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Our Current View of the Markets
Most global equity markets save for China, Hong Kong, and Taiwan rebounded sharply in October off the lows set last month in one of the...
David Bojan
Nov 23, 20222 min read
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Moving to the UK - Tax and Estate Planning
During the past year, we have seen increasing interest amongst both expatriates and local-residents who wish to move to the UK from Hong...
David Bojan
Nov 23, 20221 min read
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Can You Afford to Retire?
People are living longer! Given a current average life expectancy of 82 for men and 88 for women, it is important to focus on building up...
David Bojan
Jan 26, 20212 min read
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The Worst-Performing Investment Funds During 2020
The collapse in oil prices as the Coronavirus pandemic choked demand, left investors in the energy sector with nowhere to hide....
David Bojan
Jan 26, 20213 min read
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