No images? click here.

Welcome to The Globe

As autumn takes hold we look at how tax might catch you out if you have interests or assets overseas, and what recent events in world markets mean for your investments. Our team also share their views on why the concept of retirement might be an outdated one, and some of the most common mistakes which we see when it comes to planning what will happen with your estate. 

We also take a look at some fantastic locations if you're planning a truly special travel adventure, with our friends from Lightfoot Travel.  

To finish I'm proud to share that we have, once again, been included in FTAdviser's Top 100 Financial Advisers list. With that in mind if you need any advice or support with your own financial planning, please get in touch.

Jeremy Woodley

Director

A look at world markets

Global markets have certainly seen their fair share of ups and downs over the course of the year. After a positive first half – albeit led by a narrow sector - the summer saw a sharp decline in global equities, leaving investors understandably hesitant about where we go from here.

Charlie Buxton, our Head of Investment Management, takes a closer look at recent developments. 

10 common mistakes when estate planning

Good estate planning will ensure that the assets you’ve built over your lifetime pass easily and tax-efficiently to your beneficiaries. Yet there are a number of areas which frequently catch families out.

Steve Wright, our Estates Director, takes a look at 10 of the most common mistakes when estate planning. 

Read more >>

Do I need to pay UK tax on my overseas assets? 

If you have overseas assets – such as a foreign holiday home or pension from a stint working abroad – you might be unaware that UK tax could still catch you out.

Peter Webb, our Head of Tax Advisory, explores some of the situations in which UK tax might apply on your overseas assets and income. 

Read more >>

Tough conversations to have with your children

Talking about money with your children can be challenging, regardless of their age. What to discuss, when is the best time to do it, and will they even pay attention, are all valid concerns.

Huw Wedlock, our Director in Singapore, looks at how to approach talking to your children about money when they are younger, as they become adults, or even when the time has come to explain your inheritance wishes, or ask for help yourself.

Can your investments be more tax-efficient?

The purpose of investing is to increase the value of your assets over time. Unnecessary tax can chip away at your gains and hinder your progress. 

Claire Spinks, our Head of Tax Technical and Development, looks at how you can structure your investments to ensure they are as tax-efficient as possible.

Read more >>

Do we need to ditch the concept of retirement?    

Retirement has long been seen as a rite of passage; the goal after a busy and successful career. But with rising pension ages and longer lifespans is the traditional concept of retirement now outdated?

Ed Read Cutting, our Director in Belgium, looks at whether it’s sensible to consider a different approach to later life. 

Read more >>

Planning a return to the UK?     

Each year we see many expats return to the UK without considering their tax planning. After years of living abroad, it can be easy to forget that the UK tax system is complex and can be overwhelming - especially against the backdrop of an overseas move.
 
In our upcoming webinar on Wednesday 25 October, Peter Webb, our Head of Tax Advisory, will explain the tax and financial considerations to be aware of. He’ll explore the importance of good planning which may help limit your UK tax exposure and protect your wealth.

Unusual and unique global adventures 

The world has countless unique travel adventures just waiting to be discovered, but where do these hidden gems lie?

Caroline Underhill, our Global Marketing Director, spoke to our friends at Lightfoot Travel to learn more about some less travelled destinations which offer a luxurious and exciting experience – ideal for holiday inspiration!

Read more >>

Passing your wealth to the next generation 

More of us are now likely to be caught by Inheritance Tax (IHT) mainly due to house price rises and frozen tax allowances. In ten years’ time UK taxpayers will be paying a staggering £11 billion in IHT.

Our recent webinar explored the proactive tax and estate planning steps which you can take to safeguard your wealth for the next generation. 

Watch the webinar >>

Received this email from a friend or family member?

To receive The Globe directly to your inbox, sign up to our mailing list here. You will always have the option to unsubscribe.

Subscribe to The Globe >>

The Fry Group of companies comprises the following - Wilfred T Fry Ltd (Taxation Consultants, company number: 00212927) registered in England. Wilfred T Fry (Executor and Trustee) Ltd (company number: 00358067) registered in England. Wilfred T Fry (Personal Financial Planning) Ltd (company number: 00913711) registered in England and regulated by the Financial Conduct Authority (FCA) under regulatory number 114402. The Fry Group (H.K.) Limited (company number: 1380590) registered in Hong Kong. It is licensed to conduct investment advisory and asset management in Hong Kong by the Securities & Futures Commission (SFC) under CE number ATY965, and as an insurance broker by the Insurance Authority (IA) under licence number FB1207. The Fry Group (Singapore) Pte Ltd (company number: 201506546H) registered in Singapore. It is authorised to act as a financial adviser by the Monetary Authority of Singapore under licence number FA100057. The Fry Group (Belgium) SA (company number: 0457.936.109) registered in Belgium and regulated by the FSMA in Belgium under registration number 23345 A to provide insurance advice. The Fry Group (Personal Financial Planning) – Dubai Branch (company number: CL3102) registered in Dubai and is regulated by the Dubai Financial Services Authority (DFSA) under registration number F005071.

The Fry Group email disclaimer can be viewed here.

Click here to unsubscribe or to change your subscription preferences.