The ongoing review and structuring of your portfolio is imperative to meeting your goals as life and/or regulation changes. In this month’s edition of the roadmap, Joshua Moss sits down with Olivia Jackson, Portfolio Manager on the US Team at London & Capital to...
Now that we have a good understanding of our global asset base; any tax implications to be aware of and how to effectively structure accounts, we can move on to looking at our approach to investing. In this month’s edition of the roadmap, we focus on building a...
The third article of the Roadmap is about Cashflow Modeling. To maintain a successful roadmap, it is important to have an idea on the direction of travel, whether that be towards retirement, relocating to another country or simply to ensure assets pass down the...
The second article of the Roadmap is about US/UK Tax. “Don’t let the tax tail wag the investment dog,” in other words don’t let tax decisions drive your investment choices. But what if your dog has two tails and they’re waggling in the opposite direction?...
The first article of the Roadmap is about international Wealth Management. At its core, wealth management is the process of maximising the effectiveness of your money to reach life ambitions. Taking the time to understand your current financial situation and using...
