Keep your financial goals on track
With no immediate end in sight of global economic conditions improving, saving up for school fees, wedding plans or getting children on the property ladder can be a tough slog. However, regular savings plans could offer Qatar-based expats the discipline they need to ensure that these all important financial objectives remain on track.  Read more...

We are living longer which means our retirement plan has to work harder for us
After a lifetime of saving into a pension for the majority of people there are usually two financial drivers when it comes to finding the best vehicle to provide their income in retirement. The first is that it should give the highest level of income achievable and the second is that it should provide stability, or a guarantee of income, so that each month of retirement isn’t spent worrying about how much income is coming in.  Read more...

Estate Planning: Regular Gifts out of Income
There is a way to increase the amount you can give away each year without incurring a potential inheritance tax liability: Carl Lamb of Almary Green explains how regular gifts out of income can be used for estate planning purposes.  Read more...

There has been much talk about US life settlement investments over the last few years particularly in view of the considerable pain caused to investors, the FSA and financial advisers alike in the wake of the issues around the product provider Keydata and its links with Luxembourg-based companies Lifemark and SLS.  Read more...

Wraps have helped to change the face of the financial advice market but as the platform market itself continues to evolve so IFAs have to ensure the platforms they use are delivering what is important to their business, says Harry Kerr, managing director of Avalon Investment Services.  Read more...

The platform market has come a long way since the first wraps were launched in the UK market in 2000 – Avalon Investments was among the first, opening its doors in January 2000 – and there is no doubt that the development of wraps over the past 11 years has helped shape the financial advice landscape that we have today.  Read more...