old lady. Thinking about her pension

Financial planning for women: tackling the gender pension gap

The gender pay gap is well documented but there is another gender gap that attracts far less attention: the gender pension gap. As large numbers of women face poverty in retirement, it is even more important than ever to address this issue and promote financial independence for all. Retirement planning: the gender pension gap While…

Financial wellbeing challenge: a handy checklist for your annual review

A regular financial review is crucial to ensure you’re staying on track with your goals and making sound decisions for your future. Conducting an annual review not only helps you evaluate your current financial situation but also empowers you to make adjustments that will enhance your financial wellbeing. By using this comprehensive checklist, you’ll gain…

World Laughter Day

World Children’s Day: Eight easy ways to build a better financial future for your child

World Children’s Day on 20th November commemorates the adoption of the Declaration of the Rights of the Child by the United Nations in 1959. In today’s unpredictable world, every parent wants to equip their child for a stable and successful future. Here are eight simple yet impactful steps to help you start building a secure…

Medical insurance: Why are my health insurance premiums going up?

Unfortunately, it’s a universal truth that medical insurance premiums are rising. We examine the reasons behind the trend and look at how you can reduce the cost of medical insurance if you really need to.   Medical insurance premiums are rising Unfortunately, it’s a common question for clients at the moment. Medical insurance premiums are…

UK Budget

Financial planning and the UK Budget Autumn 2024: key takeaways for expatriates in Asia

Last week, Rachel Reeves, the Chancellor of the Exchequer, delivered Labour’s first budget since 2010. Here’s a roundup of the main points.   UK Autumn Budget highlights The UK’s Autumn Budget for 2024 was groundbreaking as the first ever to be delivered by a female chancellor. It was also Labour’s first budget since 2010 and…

UK state pension to rise – but don’t rely on it for a comfortable retirement

Last month, the UK government announced an increase to the state pension in April 2025. While any boost is welcome news for eligible retirees, this serves as a timely reminder of the importance of forward planning to ensure a comfortable and secure retirement. Relying solely on the state pension will not be enough to meet…

will-writing-counsultant-lady-plan-will-writing-with-client

Estate planning: Get your will sorted with these 10 easy steps

Writing a will is a key part of the estate planning process and essential for everyone. If you don’t already have one, this handy guide will take you through ten steps to get this important task done. Why write a will Writing a will is an important process to ensure that your assets are distributed…