Insights

Staying the Course: Making Smart Financial Planning Decisions in Uncertain Times

Staying the Course: Making Smart Financial Planning Decisions in Uncertain Times 15th May 2025 As the days get longer and it finally feels like summer is on its way, many of us are looking forward to a bit of sunshine and a break from the constant stream of dramatic headlines. From Trump era tariffs reappearing to political plot twists in the UK and Europe, there’s been no shortage of noise this spring. And let’s be

May 15, 2025

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 lifestyle you want. Client Benefits and Feedback Received “After working through my finances, I could plan to retire two years

March 11, 2025

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

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 figures are making bold economic moves that are sparking debate, market reactions and political pushback. The “Noise” of Trump’s Return

January 31, 2025

Our Clients Are As Individual As Our Advice

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 trusted partnerships with global tax specialists, lawyers and accountants, we deliver comprehensive solutions that address both immediate and future financial

December 11, 2024

Changes to Inheritance Taxation

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 considering a move abroad can explore options for special tax regimes available in Europe and beyond. With careful cross-border planning,

November 4, 2024

October Budget 2024: The Impact for Expats

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 from Domicile to Residence: Starting April 6, 2025, UK inheritance tax on worldwide assets will be based on UK residency

October 31, 2024

Key Tax Considerations for 2024 and Beyond

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 income. We will be closely watching Labour’s proposal to shift from a domicile-based inheritance tax (IHT) system to a residence-based

September 25, 2024

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

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! However, despite a rout in the stock market (largely driven by some disappointing data reported out of the US last

August 7, 2024

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

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 is delivered.” Strategists and economists predict the British pound will not be impacted strongly by the election. If results are as expected,

July 8, 2024

Protect Yourself From Nuisance Phone Calls and Messages.

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 victims are promised a large sum of money in return for some help. Victims are usually asked to make an

June 20, 2024