Welcome to Our Wealth Management Blog Collection

Looking for expert insights, helpful tips, and inspiring stories about Wealth Management? 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 Role of a Wealth Manager: Why the Modern Advisor Must Evolve

The Role of a Wealth Manager: Why the Modern Advisor Must Evolve

The traditional Role of a Wealth Manager is breaking down. Advisors are increasingly asked to solve multidimensional client problems with a one-dimensional toolkit. In this definitive guide, we explore why...

Wealth Tax in Portugal: A Complete Guide for High-Net-Worth Individuals (2025)

Wealth Tax in Portugal: A Complete Guide for High-Net-Worth Individuals (2025)

Does Portugal have a wealth tax? The short answer is no—but property owners must watch out for AIMI. In this 2025 guide, we explain why your pensions and crypto are...

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,...

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...

Cross-Border Tax Guide for High-Net-Worth Expats in Spain, Switzerland & the EU

Cross-Border Tax Guide for High-Net-Worth Expats in Spain, Switzerland & the EU

A Comprehensive Guide to Inheritance Tax in Murcia in 2025: Unlocking Your Legacy

A Comprehensive Guide to Inheritance Tax in Murcia in 2025: Unlocking Your Legacy

Navigating Inheritance Tax in Spain is complex, but Murcia stands out with its exceptionally generous rules. Our guide demystifies the system, focusing on the game-changing 99% tax reduction for close...

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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