Jessica CookMar 13 minThe Coronavirus and Market Declines The world seems to be watching with concern.The uncertainty is being felt around the globe, and it is unsettling on a human level as well...
Jessica CookFeb 272 minThe Market Has No Memory..The below article is written by David Booth, the Executive Chairman and Founder of Dimensional Fund Advisers. I have worked in finance fo...
Jessica CookFeb 127 minThe Pension Lifetime Allowance and the Non Resident Enhancement FactorI specialise in helping individuals maximise their pension savings. Helping them understand potential ways of reducing tax on their pensi...
Jessica CookNov 19, 20193 minDo you have a Maltese QROPS? - The New Malta Pension Rules 2019 - What you need to knowOn 1 January 2019, the Malta Financial Services Authority introduced new pension rules to apply to all Malta pension schemes. There was a...
Jessica CookNov 19, 20194 minHow a Discounted Gift Trust can help with Inheritance Tax PlanningAt outset of a Discounted Gift Trust, or DGT as they are commonly referred to, the settlor requests a series of regular capital payments ...
Jessica CookNov 18, 20195 minRepatriating back to the UK? - The benefits of an Offshore Bond for UK expats.5% tax-deferred yearly withdrawals Yearly withdrawals of 5% of the initial premium (and any additional premiums from the year in which they
Jessica CookNov 15, 20194 minThe Randomness of Global Equity ReturnsInvestment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] I...
Jessica CookNov 12, 20191 minQ3 2019 Market ReviewWith the blink of an eye, we’re well into into the final quarter of the year. We all hope the miserable stock market performance of last ...
