How often should you meet with your financial advisor? The question that concerns many investors is how often they should meet with their financial advisors. It is an issue that doesn’t have a definite answer and if you are asking yourself the same question, here are some points you should
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Top investment trends this year As we enter the final year of the current decade, the world of investment management is looking very different to how it was ten years ago. While the global recession of 2008 is now long behind us and stock markets have generally been rising ever
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Top tips for choosing a financial advisor A financial advisor can be a useful resource for almost anyone. The in-depth information, analysis and advice that they are able to give can multiply and secure your finances significantly. Whether it’s wealth management, pension planning, savings advice, or projections for investments that
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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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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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Portfolio and tax management for expats in France Today’s investors have clear, well-informed opinions regarding their own specific investment objectives. They do not want to limit themselves to the internal funds offered by traditional investment providers. They prefer to build their own portfolio with the expertise of Montagu Mayer as
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How does Brexit affect British expats? Since Article 50 has been triggered, one of the main points of conversation has been how expats and people who own property and/or live in EU countries might be affected by Brexit. Expats were able to vote in the EU Referendum (as long as
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The date for this year’s Autumn Budget has been set The date for the 2017 Autumn Budget has been set, the 22nd November chancellor will update the country on the economy. Although Philip Hammond abolished the Autumn Statement last year in November 2016, Hammond said he would instead lay out
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Are you ready for automatic exchange of information? Time is fast running out for taxpayers who have not been reporting overseas accounts and investments to their home tax authorities. The new Common Reporting Standard (CRS) will introduce the automatic exchange of information on financial accounts that are beneficially owned or
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Financial adviser clients £40k better off than non-advised A new report by the International Longevity Centre UK (ILC-UK) has found that those who received financial advice in the 2001-2007 period accumulated significantly more “liquid financial assets and pension wealth” than their unadvised equivalent peers by 2012-14. The report, ‘The Value
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Thousands of expatriates have already benefited from our service. Our friendly team will be in touch to provide you with your personalised savings review.
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