Seeing your family this Christmas? 5 estate planning issues you could discuss

Estate planning might not be the first thing on your mind when you think about your Christmas holiday. Yet, the festive season often brings families together, making it an ideal occasion to talk about this sensitive and important topic. What’s...

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Common myths about critical illness cover busted – why you need to add protection to your financial plan

You might have spent years accumulating the wealth you need to provide a comfortable lifestyle for yourself and your family. So, by the time you hit your 50s, you may be well on the way to the retirement you’ve always dreamed of, thanks to hard...

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International estate planning: 4 essential steps to take now if you’re an expat

If you’re an expat living in Hong Kong, or anywhere else in the world, planning how to pass on your wealth could be complicated. This is because estate planning rules vary around the world. So, if you hold assets in different countries, you’ll...

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Your Autumn Budget update – the key news from the chancellor’s statement

Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the government’s plans for this tax year and beyond. Arguing that the July general election had given Labour a...

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6 psychological reasons we don’t take estate planning seriously

Some aspects of financial planning can be daunting. By its nature, estate planning requires you to think about your eventual demise, forcing you to confront uncomfortable realities – illness, death, and how life might be for those you leave...

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The difference between lifespan and healthspan, and how it affects your financial plans

As a wealthy expat, you’ll no doubt have taken care to craft your financial plans to allow you to enjoy all that life has to offer. One aspect of your long-term planning will be to consider your longevity. This will include the sustainability...

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