Welcome to Our Investment Planning Blog Collection

Looking for expert insights, helpful tips, and inspiring stories about Investment Planning? You’re in the right place. This is your go-to hub for everything we’ve published in this category — whether you’re seeking practical advice, exploring new ideas, or staying up to date with the latest trends. Browse through our curated posts below and discover content designed to inform, empower, and spark fresh thinking. We update regularly, so check back often for new articles tailored to your interests.

The Ultimate SIPP Guide for Expats with UK Pensions

The Ultimate SIPP Guide for Expats with UK Pensions

Managing a UK pension from the EU, Switzerland, or the USA? It's a maze of cross-border tax, currency risk, and complex rules. Many expats leave their funds "frozen" or underperforming,...

Discretionary vs Advisory Portfolio Management: Which Is Right For You?

Discretionary vs Advisory Portfolio Management: Which Is Right For You?

Choosing how to manage your wealth comes down to one crucial question: should you hand over the controls, or approve every single move? This is the core of the discretionary...

What Is an International SIPP? A Complete Guide for UK Expats (2025)

What Is an International SIPP? A Complete Guide for UK Expats (2025)

Living abroad as a UK expatriate presents unique opportunities, but it shouldn't mean losing control of your hard-earned pension. If you're asking yourself, "What is an International SIPP?", you're already...

SIPPs Explained: A Smart Pension Strategy for British Expats

SIPPs Explained: A Smart Pension Strategy for British Expats

SIPPs explained in depth: Learn how Self-Invested Personal Pensions give you control over your retirement planning, what the tax benefits are, and how Private Client Consultancy helps expats manage SIPPs...

What Is Discretionary Fund Management? A Deep Dive into Investment Strategy

What Is Discretionary Fund Management? A Deep Dive into Investment Strategy

Discretionary fund management gives investment managers full control over asset decisions, aiming to provide expert-driven, responsive portfolio management. But is it truly the best approach for investors? In this guide,...

Understanding The Recent Stock Market Situation

Understanding The Recent Stock Market Situation

Recent market turbulence has sparked concerns about a potential downturn, but it’s essential to differentiate between a temporary correction and a bear market....

UK State Pension update for EU residents

From April 2026, the rules around voluntary National Insurance contributions for people living outside the UK are changing.

If you live in the EU and expect to rely on the UK State Pension, it may be worth reviewing your position while current options remain available.

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