Madrid Metropolitan

It surprises me that today I am still meeting with people who are blissfully unaware of the global exchange of information or common reporting...

If you ever worked in the UK, no matter what your nationality, the chances are you were enrolled in a private pension scheme. The...

If you ever worked in the UK, no matter what your nationality, the chances are you were enrolled in a private pension scheme. The...

Have a think about how different our lives are compared to our parents or grandparents….. How often do we travel? How used to our...

As an independent advisor I assist my clients with all aspects of their financial planning but by far the majority of enquiries I receive...

Each and every one of us has our own risk tolerance which should not be ignored when considering making any type of investment. Any...

Investing is not a sure thing in most cases, it is much like a game – you don’t know the outcome until the game...

If you are a resident of Spain it is important to understand that there will be liabilities due to the Spanish government in the...

Before you consider investing in any type of market you need to take a good look at your current situation. Investing for the future...

On a day-to-day basis, inflation isn’t necessarily something you spend a lot of time thinking about.  However, occasionally, you might find yourself asking –...

Financial planning is about establishing your future financial goals and aspirations and working out the best way to achieve them. Financial planning is about having...

Don’t put all of your eggs in one basket!” You’ve probably heard that over and over again throughout your life…and when it comes to...

Along the way, you may make a few investing mistakes, however there are big mistakes that you absolutely must avoid if you are to...

What can I do to minimise any potential impacts of a tough Brexit process? This is a question many expatriates are mulling over, now positioning...

THE RATIONAL, IRRATIONAL AND EMOTIONAL STRUGGLE In such challenging times, emotions may play a significant role in investing decisions. Investors feel the variances in their...

Cash Is Not King…. I think that it is fair to say that the global economy has been ill for some time! Central banks throughout...

Compound Interest “The Eighth Wonder of the World” None other than Albert Einstein described this amazing fact about finance, compound interest, as “the Eighth Wonder...

Market volatility has become a common discussion with all of my clients. Whether they are seasoned investors or new to the investment game, volatility...

As the old saying “Practice Makes Perfect” seems to suggest, we are bound to improve at everything over time. However, there is something about...

Many first time investors think that they should invest all of their savings. This isn’t necessarily true. To determine how much money you should...

In days gone by the UK’s private pension schemes were the envy of the world, considered superior to other nations’ schemes. Alas, those days...

During conversations with many of my clients, I hear the expression “I wish I had done something sooner” so often, that I thought I...

Speaking with my many clients one of the most talked about topics is “I wish I had done something sooner” or “I wish I...

Modelo 720 – WHAT’S IT ALL ABOUT? In 2013, the Spanish Government launched an “anti-fraud” plan to prevent tax evasion. Although aimed at discovering assets...