Alternative Investments
Do you put your money into the stock market or other potentially risky investments?
Do you want to diversify your income with asset-backed fixed income concepts that are safe and secure?
We give you access to an alternative financial strategy through an unrivaled suite of fixed income loan notes – where the term, income, currency exposure, and underlying assets are all fixed – thanks to our agreement with a major provider.
This provides you with:
- A true safeguard against market turbulence
- Our partner’s dedication to only deal with providers who have a perfect track record ensures security.
Investment Review
As an expat professional with international status, you’re likely to profit from advantages not available to your domestic counterparts.
Do you, on the other hand, know where your pensions are? Are you convinced that your present assets will allow you to achieve your retirement objectives?
An investment review entails the following:
- Analyzing your goals and objectives
- Evaluating your present investments and retirement plans
- Assisting you in determining whether you’re on track to meet your objectives – and, if not, what you need to do to get back on track.
- Making suggestions to assist you in diversifying your portfolio
Allow one of our international savings and investment specialists to review your financial plans and assist you in securing your financial future.
Lump Sums
There’s one element that takes precedence over all others when it comes to taking advantage of the stock market’s ebb and flow: timing. The longer your investment is held, the more time your money has to grow.
Have a large quantity of money to invest – perhaps from a sale, bonus, pension, or inheritance?
Our knowledgeable IFAs have access to a wide choice of funds and will provide recommendations to help you reach your objectives.
Unlike bank deposits, which can lose value over time, lump sum investments keep a significant percentage of your money working for you. Other advantages include:
- A risk aspect to consider when formulating your strategy
- Long-term returns have the potential to be higher.
- Lower fees due to lower transaction costs.
- There’s no need to pay on a regular basis.
Portfolio Bonds
Would you like to consolidate your savings, investments, and deposits into one easy-to-manage, tax-efficient package?
Portfolio bonds are an important part of any investing strategy since they provide a number of advantages, including:
- Tax efficiency, including benefits from inheritance taxes
- Flexibility
- In terms of risk, there is a wide range of options.
- Confidentiality and safety
- Diversity
Your skilled international adviser will go over your alternatives with you and offer a solution that is suited to your specific needs.
Property
Are you looking for ways to diversify your portfolio?
Investing in UK property provides security against market volatility – as well as an alternate source of wealth growth – due to the low correlation between the property market and stocks.
We provide you with the option to invest in a variety of sectors, including residential, commercial, hotel, and logistics, through our relationship with the UK’s premier property developers.
Fixed income investments, alternative strategies, buy-to-let portfolios, property portfolio management, green real estate investments, and regeneration initiatives. The advantages of our service include:
- Possibilities for both the short and long term
- Access to high-yield projects all around the United Kingdom
Regular Savings
Expatriates, like you, have a fantastic opportunity to save money by maximizing returns and reducing taxes while earning better salaries.
But, in order to do so effectively, you’ll need the appropriate advice. Our international experts will construct a targeted plan that evolves with your goals using an impartial, comprehensive approach, assisting you in:
- With dollar-cost averaging, you can lower volatility and increase returns (investing smaller amounts regularly over a long period)
- Take advantage of the benefits that come with working overseas, such as offshore investments.
- Make up for any benefits you may have missed out on as an expat, such as access to employer retirement plans.
- Understand how long you should save to attain your goals, as well as how much you should save based on your circumstances.
- Find a strategy that fits your risk tolerance.