Montagu Mayer is a renowned authority in the dynamics of international wealth. Drawing on the expertise of our in-house specialists and experts in the fields that matter to our clients, Montagu Mayer news & insights examine the international trends of today and the innovations that could shape tomorrow.
To help you make informed decisions about your wealth
Keys to liquidity in retirement When it comes to risks in retirement most people consider the common areas, such as inflation, healthcare and longevity – but a lot of people don’t take into consideration liquidity. How many look seriously at liquidity? Having assets available for unanticipated financial emergencies or situations
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Successful Succession Planning To Your Wealth Succession planning for many, remains something of a frowned on process and a lot of wealthy families choose to ignore the question entirely. Yet over the next few decades it is estimated that £1 trillion will pass down from generation to generation. If you
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Everything About Offshore IFAs If you needed financial advice back in the UK it’s very easy to find an adviser, it’s extremely simple to look on the Financial Conduct Authority register to check whether they are regulated or not. However, as soon as you move overseas, it can feel daunting when
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Explaining your pension options In helping you to achieve your retirement ambitions Montagu Mayer are focused on achieving your pension goals – strengthening your pension funds and maximising the income you enjoy in retirement. Our dedicated service As an expatriate you’ll understand more than anyone else that you can’t simply
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Financial advice based on every aspect of your life and personal circumstances. Intelligent and responsive financial advice: personalised to meet your unique requirements and empower your money. Dedicated to your needs and objections Montagu Mayer’s core function as a private wealth manager is providing you, our valued client, with the
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Why pension planning is essential Retirement feels an awfully long way away until you can start counting down the years in single figures, but pension planning is the single most important bit of financial planning that you will ever carry out. Retirement should be the best time of your life
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Investment options for expats Expat investments can be very different to the options available to UK residents, so it’s a good idea to become familiar with the different investment options available. It’s possible for investment options to be either onshore or offshore, and tax benefits do make offshore investment options
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Understanding market capitalisation If you’re looking to maximise your investments in the stock market, and secure your long-term goals, it’s essential to understand the relationship between company size, potential returns and risk. One major part of this is understanding market capitalisation, or “market cap.” Here’s a brief introduction to the
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Impact of budget and other recent legislation on UK expats In terms of the impact on your personal savings, tax and pensions, 2017 saw some changes. Here are the good and bad ways in which new legislation could affect the finances of UK expats living abroad: Personal Tax In his
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Investing in funds: income vs accumulation If you decide to invest some of your savings in funds, you may be thrown to see that most funds are marked as either income funds or accumulation funds. One of the most common questions our clients have is: which should I invest in?
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