Luke

Smart Planning, Secure Future: How Cash Flow Modelling Puts You in Control

Smart Planning, Secure Future: How Cash Flow Modelling Puts You in Control 11th March 2025 This month’s insight comes from Ben Noifeld, one of the co-founders at Partners Like Us. Ben believes that financial planning is about more than just managing money, it’s about creating a clear path to achieve long-term financial security and the […]

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PLU Financial Review: Trump Tweets, Reeves Computes, January 2025 Is All Noise and Numbers!

Uncategorized / Luke

Trump Tweets, Reeves Computes, January 2025 Is All Noise and Numbers! 31st January 2025 As we move into the shortest month of the year, January 2025 could certainly be described as noisy in the financial and political world, especially with the influence of Donald Trump in the U.S. and Rachel Reeves in the U.K. Both

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Our Clients Are As Individual As Our Advice

Uncategorized / Luke

Our Clients Are As Individual As Our Advice 10th December 2024 At Partners Like Us, our mission is to provide clear, tailored and trustworthy financial advice. Whether addressing straightforward needs like pension planning or navigating intricate cross-border financial complexities, our advisers ensure your best interests are always at the heart of what we do. Leveraging

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Changes to Inheritance Taxation

Uncategorized / Luke

October Budget 2024 Changes to Inheritance Taxation: Shift from Domicile to Residence Based Assessment 4th November 2024 The recent budget changes, while challenging, have also opened up planning opportunities. For individuals residing outside the UK, there are strategic avenues to reduce exposure to UK inheritance tax (IHT) of 40% on worldwide assets. Likewise, UK residents

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October Budget 2024: The Impact for Expats

Uncategorized / Luke

October Budget 2024: The Impact for Expats 31st October 2024 The October 2024 UK budget brought in several key changes and planning opportunities that have direct implications for British expats, particularly those with financial ties to the UK or plans to return. Here are the main points: Inheritance Tax (IHT) Reforms and Domicile Changes Shift

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Key Tax Considerations for 2024 and Beyond

Uncategorized / Luke

Key Tax Considerations for 2024 and Beyond 25th September 2024 As we look toward the Labour government’s approach to taxation, it has been communicated that changes could be on the horizon for those with significant assets. Their focus on addressing wealth inequalities could mean higher taxes for clients with large property portfolios, pensions, or investment

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Filter out the near-term ‘noise’ and concentrate on long-term objectives.

Uncategorized / Luke

Filter out the near-term ‘noise’ and concentrate on long-term objectives. 8th August 2024 For those (like your writer) who have just returned from a week away from the screens, I’ve quickly replaced my sun hat for a tin hat, with market volatility whipsawing from non-existent to levels similar to those last experienced during the pandemic!

Filter out the near-term ‘noise’ and concentrate on long-term objectives. Read More »

Labour win the UK general election and Sir Keir Starmer is appointed prime minister

Uncategorized / Luke

Labour win the UK general election and Sir Keir Starmer is appointed prime minister 8th July 2024 James McManus, chief investment officer at Nutmeg, told CNBC that the vast majority of the time, “markets don’t really care” about elections. “Historical data shows us that elections and their results rarely move markets when the expected outcome

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Protect Yourself From Nuisance Phone Calls and Messages.

Uncategorized / Luke

How to Protect Yourself From Nuisance Phone Calls and Messages. 20th June 2024 According to some recent training the team at Partners Like Us received, the first recorded phishing attack was in the 17th Century. This was the Spanish Prisoner Scam, which bears a striking resemblance to the more well-known Nigerian Prince scam, where potential

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PLU Financial Review May 2024

Uncategorized / Luke

Are the two big questions, when will the UK see summer sun and when will the Federal Reserve cut US interest rates? 31st May 2024 Where is this year going, as we now enter June and for readers in the UK the pressing question remains, will the weather finally turn and some summer sun soon

PLU Financial Review May 2024 Read More »

Smart Planning, Secure Future: How Cash Flow Modelling Puts You in Control

PLU Financial Review: Trump Tweets, Reeves Computes, January 2025 Is All Noise and Numbers!

Our Clients Are As Individual As Our Advice

Changes to Inheritance Taxation

October Budget 2024: The Impact for Expats

Key Tax Considerations for 2024 and Beyond

Filter out the near-term ‘noise’ and concentrate on long-term objectives.

Labour win the UK general election and Sir Keir Starmer is appointed prime minister

Protect Yourself From Nuisance Phone Calls and Messages.

PLU Financial Review May 2024

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