What’s happening out there in the international financial markets? How will these changes affect you and your family? What new products are coming on the market? Are they any good? How do existing products really work?  Keep up with my financial advice based blog.

Do you truly understand your tax position as an expat in Dubai?

A lot of expat clients assume that when living in one European jurisdiction, originally from another, that they can effectively decide on which countries tax they pay on financial instruments such their pension, income and investment gains. This assumption is based on the fact that many European jurisdictions have Double tax treaties in place, meaning that individuals do not pay tax in two jurisdictions on the same financial instrument. Although a lot of EU member states follow a OECD format when writing their treaty this is not always the case.

Continue reading »

Dubai Breakfast Market Meeting at The Ivy

I will holding an informal Breakfast Market Briefing at The Ivy, Emirates Towers, on Wednesday, 2nd October 2013 starting at 8:00am for a select number of guests.

Held in conjunction with Peter Duke of Fidelity we will be discussing investments, global markets and finance. It promises to be extremely topical but light hearted. An opportunity to enjoy a nice breakfast whilst hearing about some of the latest market movements and forecasts for the next 12 months.

For further details, please see the invitation below and contact me to reserve yourself a place. As places are limited these will be given on a first come, first served basis.

If you interested in attending future meetings or events please get in touch.

Add the Dubai Breakfast Market Briefing Event to your Calendar

Continue reading »

10 Key Points to Consider When Meeting a Financial Adviser

The first thing any individual needs to do when they undertake any sort of financial planning is to seek out a reputable and regulated advisor and firm. There are many firms to choose from, particularly in the Middle East. Not only is it important to undertake due diligence, it is equally important to find an adviser that matches your requirements. Do they offer the services you require? Do they conduct regular reviews? Can they continue to look after you you repatriate?

Continue reading »

Are you certain you are non-UK resident for tax? Maybe not after 6 April, 2013!

Are you certain you are non-UK resident for tax? Maybe not after 6 April 2013!

With effect from 6 April 2013, HMRC’s Statutory Residence Test applies. This means that it is now more difficult for a person to remain non-UK resident (for example while residing in Dubai), and more difficult for anyone leaving the UK to establish non-UK residency.

Continue reading »

Retirement Nest Eggs

One of the wonderful things about living in Dubai is that it’s a cultural melting pot. The UAE provides exposure to new people, traditions and experiences on a daily basis. Although many of our backgrounds are different, it is fair to say that financial advancement was the motivator for many of us as we set out for the Middle East.

Continue reading »