I started working with Jack & Jill, a US couple in their 50’s a few years ago. They had recently moved to Ireland for work and lifestyle.
Protecting large single stockholdings
Do you have a large single stock holding that you are concerned about and would like to protect?
I live in Europe, do I have to submit a U.S tax return?
If I had a euro for every time, I have been asked this question, I certainly would be able to buy a very nice T.V so it is high time I wrote a brief piece on this.
Why is FATCA important for US persons living in Ireland?
FATCA is an important reporting and compliance regime that every US citizen living overseas should be aware of
The Brand of You
It is your brand that makes you stand out from the crowd. It is what puts you front of mind of potential clients. It allows them to differentiate you from the crowd.
What has happened to diversification?
In practice I would argue that in fact we are building highly concentrated portfolios increasingly reliant on the risk of fewer companies and economies.
Client scenario: UK and German Expat couple retiring to Portugal
No two clients are the same and I have decided to share some of these client scenarios that I have dealt with as I know it will be of interest to some of you.
Finances in The Time of the Coronavirus
In difficult times like this, it is often the view of financial professionals to role out the mantra “to do nothing and stick to your plan” I politely disagree, now is the time to get very busy to help you navigate and make the most of this challenging situation.
Managing the burden of wealth
While a windfall any time is a blessing, it can feel like a curse when there is family rancor and stressful decisions. If you follow some simple steps, it can make a real difference to your family’s happiness and wealth.
Making your family finances work
Raising a family can be costly but there are still ways you can manage to save. Managing your family’s finances needn’t be a complicated affair, sometimes the simplest tips can make a difference to your
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