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Offshore Bonds & Stock
Market Volatility
(28/08/2007)
The last couple of months
have been nervous times for
those invested in the
world’s financial markets.
If you currently have money
sitting in a bank account
that you want to work harder
for you, what do you do?
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Is it time to Invest in US Dollars?
(25/04/2007)
Last week the US Dollar hit
an all-time low against the
Euro and a 26 year low again
Sterling and, whilst there is
no immediate signs of a recovery,
in all likelihood it will be
closer the long-term average
in 3, 5 or 10 years time. With
this in mind, investors should
consider the option of establishing
their offshore savings or investments
in Dollars.
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Currency savvy Expatriates save Thousands
(18/04/2007)
Considering that there are now as many as
500 Brits leaving the UK every day for countries
like Australia, New Zealand and Canada in
the search for a better quality of life
in the sun, it is imperative that people
contemplating such a big move have adequate
financial strategies in place. It all hinges
on the exchange rates that can make or break
a pot of money.
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The True Cost of ‘Free Banking’
(02/04/2007)
The Office of Fair Trading is
calling the bluff of the big
banks. The banks have threatened
to end "free banking" if they
are banned from levying stiff
penalty charges on those who
breach overdraft limits. In
response, OFT has launched a
study to see just how free 'free
banking' is.
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SLI Launches Children's Savings
& Life Assurance Plans
(29/03/2007)
Scottish Life International
have launched offshore savings,
life assurance
and critical illness policies
that can be owned by children.
There is no minimum age to set
up a policy and they can also
work for inheritance tax planning
by gifting money out of the
parents or grandparents estate.
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ISA Alternatives for British Expatriates
(03/03/2007)
An individual savings account (ISA) is a popular savings vehicle
for those resident in the UK who wish to save some money tax
efficiently.
As expatriates, and therefore potentially none UK tax-payers, we
should not be investing in ISA’s as we should not be receiving
any tax benefits when we are not paying tax in the first place.
But why would we want to? |
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Women still Ignoring Pensions say Investec
(28/02/2007)
A survey by Investec has revealed
that 60 per cent of women do not
have a personal pension fund, with
19 per cent of these saying that
a pension is not a priority; up
from 17 per cent the year before. |
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Candour add Fund Literature
to Website
(29/01/2007)
Candour Consultancy
have added literature and performance figures for a range of offshore investment
funds to their website.
The literature will allow prospective investors to identify the types of funds
they are interested in before approaching advisors and existing investors to
check the latest performance of their funds at any time from anywhere. |
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Generali International re-launch 'Vision' Offshore
Savings Plan (29/09/2006)
Generali International has
re-launched their award-winning Vision savings plan with
a new, even more efficient, charging structure amongst
the main changes. The new
charging structure will effectively increase returns on
the average savings plan by a further 3% over the term
of the policy. |
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AAM launches New Tranche of Capital Guaranteed Currency FX Fund (28/09/2006)
Using their acclaimed strategy, the Absolute Guaranteed FX fund from Absolute Asset Management, trades in the foreign exchange market, the single largest market in the world with volume of some US$1.9 trillion per day. In addition to its size, the FX market is open 24 hours thus ensuring more opportunities, less risk and a level playing field to all participants.
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Candour Consultancy
launches 'Sign-Off' (30/08/2006)
A
recent survey found that one of the major concerns regarding offshore financial
services remains bad advice or mis-selling by financial advisors who disappear
only for the policyholder to have no comeback. With this in mind, Candour launch
the 'sign-off' initiative. |
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Cost of
University reaches a New High (30/08/2006)
Sixth formers starting university this year can expect to pay £33,512 for a
three-year degree course, a rise of almost £5,000 on last year's projected
figure, a new survey reports. |
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Aviva (Norwich Union)
offer Enhanced Terms on Offshore Savings Plans (30/08/2006)
Aviva have announced that for all qualifying regular contribution offshore
savings plans submitted before the 8th December, they will make bonus
contributions of up to 3x your regular contribution. |
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Inland Revenue
attack Offshore Bank Accounts - An Update
(29/08/2006)
Further to last months article on Her Majesty’s Customs &
Revenue gaining access to information on Barclays Bank accounts
in the Isle of Man; we have heard of three cases were
expatriates outside the EU (one of whom is a Candour Consultancy
employee) have been taxed wrongly. With this in mind, it was
interesting to read an article on the amount of withholding tax
deducted recently.
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Macquarie introduces Goldman Sachs Natural Gas fund +16%
(29/5/2006)
In contrast to recent hikes in energy prices, the price of natural gas has dropped. On the back of this,
Macquarie has introduced a ‘reverse
convertible’ which is written over the Goldman Sachs Natural Gas
Index. This index fell substantially earlier this year due to
record supplies and the price is now looking very competitive. |
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Stock Market Volatility – Frequently Asked Questions (22/5/2006)
Over the past two weeks, stock markets around the world have been falling sharply, as fears grow over the prospect of higher
US interest rates. The market upheaval has also pushed down the price of commodities, such as oil and gold, and many currencies. Consequently, there has been nowhere to hide for those with savings and investment policies and we have all seen the value of our policies temporarily drop. Why has this happened? |
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Survey reveals preferences of Middle East based investors (10/2/2004)
A Citigroup Private Bank survey of the investment strategies used by ultra-high-net-worth individuals has found that distinct regional preferences exist in the investment behaviour of the wealthy.
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