We understand the importance of building trust, especially with something as important as investing towards your retirement. So we were incredibly proud to receive this #5-star review for Ben Stockton from a client who had a bad experience in the past. Thank you for choosing Skybound Wealth and for placing your trust in Ben!
As you approach retirement, the focus of financial planning shifts gears. It's no longer just about accumulating assets; it's about making those assets last. This transition is pivotal yet often overlooked. However, it's not simply about the size of your nest egg but how wisely you manage it. In this edition of Adviser Corner, Tom Pewtress, Head of Technical at Skybound Wealth explains how the way you decumulate your savings is just as important as accumulating it in the first place.
Are you a British National living abroad? With diverse legal frameworks and tax implications across borders, having a solid plan in place is crucial. This webinar will show you how to take the necessary steps to ensure your wealth, either during your lifetime or on death, is transferred to your loved ones as smoothly and efficiently as possible. Date: April 25th 2024 Time: 6PM CET
For South African expats, negotiating the complexities of tax regulations, particularly the Expat Tax introduced in 2020, requires specialist and comprehensive financial planning. In this week’s Adviser Corner, Senior Financial Adviser Christopher Bowler looks at how you can optimise your international status today and the strategies to consider when saving and investing for the mid-to-long-term.
With Japan finally ending negative rates, the Skybound Wealth Investment Committee take a look at global interest rate shifts and regional trends in their review of last week. Don't forget to subscribe to our weekly newsletter to get this and more insights straight into your inbox.
The Portuguese Non-Habitual Residents (NHR) Tax Regime provided a tax friendly incentive to international workers until Antonio Costa confirmed its closure in October 2023. Having held a number of seminars on the subject, Chartered Fellow in Wealth Management Ryan Donaldson explains what the changes mean for expats either living in or considering moving to Portugal.
Life as an expat presents multiple opportunities for personal and professional growth. However, exploring new horizons can often lead to a ‘holiday mindset’ with future planning being placed on the backburner. In the latest edition of Adviser Corner, David Neville LLB (Hons), Financial Planner at Skybound Wealth, examines the importance of estate planning for expats, what you need to consider, the benefits, and the pitfalls of not planning ahead.
Even with over 500 Trustpilot reviews of four stars or above, we are still always delighted when we receive another positive review! In a world filled with abbreviations and technical jargon, a financial adviser that makes you comfortable with the investing process is worth their weight in gold. Well done Mark Tucker, and thank you Jurgen for entrusting Skybound Wealth to help you achieve your financial goals.
Skybound Wealth's Chief Operating Officer Husain Rangwalla recently appeared on the TechForce Middle East - a podcast by Salesforce dedicated to honouring the Trailblazers revolutionising the region’s tech landscape. In this episode, Husain discusses the major trends impacting the wealth management space, How Skybound are different and the role technology plays in constantly enhancing our proposition and client experiences.
With the abolition of the UK's non-dom status grabbing the headlines in the Spring Budget, this move is likely to open the door to other jurisdictions such as the UAE and Switzerland who may now look more appealing from a wealth preservation point of view for high net worth individuals.
