Loss of privacy, children and the size of your estate are some of the key considerations discussed in this article.Read More
Financial freedom is often described as peace of mind that your finances will allow you to do what you want in life. Whether this is knowing you’re progressing towards your personal goals or having confidence your money will last for your lifetime and allow you to leave a legacy.Read More
A simple investment plan can serve as a useful guide to building long-term wealth, but it can be tricky knowing where to start.
Here, we take a look at some key considerations that may help you decide where to invest, and develop a long-term strategy, depending on your personal goals.
Bear in mind, though, that whatever your investment plan, there are no guarantees of making gains. The value of your investments can fall and you may get back less than you paid in.Read More
As lifespans are increasing the importance of planning for long-term living becomes ever more important. Here are some thoughts to consider.Read More
A greater number of people are looking beyond savings accounts and accept the risk they could lose money if they want to try to earn a higher income from their hard-earned cash.Read More
Financial Planning services are as plentiful as blades of grass in a park, and in certain regions with fewer regulations like Hong Kong can subject clients to exploitation and abuse. Many financial advisers come from a background in sales, and so you can never be quite certain if the service they provide is dedicated to your future wellbeing or theirs.
So what makes Phoenix Waters Wealth Management different, and how can you be assured to place your trust in us? Read on to find out.
Noting that inheritance tax is charged at 40% for our UK clients and expats (even if you are living in Hong Kong but have assets in the UK), your estate will be hit with a lofty bill should you fail to take steps to protect your assets. Here are ten ways to help you organise your estate for your loved ones.Read More
Writing a will should be one of the cornerstones of your financial planning. Having one in place can provide valuable peace of mind that any property or assets you own will pass to who you want when you die.
Here is some helpful information for our UK expats in Hong Kong, although our service remains applicable to all.Read More
Here are seven ways to ensure your pensions are tax efficient.Read More
Can you balance luxury with saving the planet? Responsible tourism is now big business, as hoteliers recognise the importance of sustainability. Here are seven eco-friendly hotels that let you relax on holiday, safe in the knowledge that you’re helping preserve the planet with a clean conscience.Read More
Growth investing is all about buying assets that will hopefully increase in value over time.Read More
There are several steps you can take to ensure your charitable donations are used appropriately and make a real difference.Read More